Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowHello there, KaiKai.
You've reached the right support. Let me guide you on how to handle customer refunds in QuickBooks Desktop.
Since you're trying to issue a refund from a credit card account, you'll need to set up a Clearing Account first. Then, you'll use this account when you issue a refund. I'd be happy to share the steps on how to do it.
Here's how:
For additional information about how clearing account works in QuickBooks, please check out this article: Set up a clearing account.
Now you can use the Clearing Account as your Account from the Issue a Refund window. I've attached a screenshot for your reference.
Once done, you'll want to transfer the refund amount from your credit card directly to the correct bank through the Transfer Funds option.
Here's how:
That should point you to the right direction. If you need further help while working with customer refunds, feel free to reach back to me. I'm always happy to help.