Vendor Refunds including GST/PST

Hello Itaranoff, 

Thanks for taking the time to connect with us here. I'll be happy to share more info so you're on the right track with recording your transactions in QuickBooks. 

Making sure you're recording your transactions properly is an essential step for maintaining clean books. If you're not in contact with a professional, don't worry, you can search for one using this link here. To make sure I'm on the same page as you, could you elaborate more on what you mean by the program isn't allowing you to create a supplier credit with taxes? For reference, here's an article that shows you how to create a group tax rate for the GST/PST.  Once you've added the tax rate, you'll be able to use it when creating a supplier credit. Here's a helpful article that shows you how to create a supplier credit in QuickBooks. 

Let me know if this info helps. I'll be here in case you need additional assistance. 

Hi, thanks for your reply :) Some of the links you provided are not linked to the correct article.

Here is a bit more background info on the situation:

• we made a purchase via credit card. we have categorised the original expense and taxes via the Banking module in QBO.
• the vendor has refunded us for the purchase and the refund has been posted to the credit card. 
• we need to allocate the refund so it offsets the original expense and taxes
• I tried to categorise the refund via the Banking module but it would not allow me to choose the taxes, or the expense account because it is a liability account.
• I tried to create a supplier credit to apply the refund to, but I do not want to create a new tax group as I want to offset the original tax accounts that were used.
• When I tried a test supplier credit with no tax, it worked, but I couldn't apply the refund from the Banking module to the supplier credit.

Could you please assist by providing resources to explain how we should go about processing a refund to a credit card via the banking module to offset the original expense and tax accounts.

Thank you

Thanks for getting back to me.  I want to make sure you get the support you need with this. In order to get to the bottom of this ASAP, I recommend contacting our phone support team using the details below: 

• Phone: Call us at 1-855-253-1536 from Monday to Friday between the hours of 9 AM and 8 PM EST.
• Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.

One of our representatives will be happy to take a look at your account and help you get back on track ASAP. Feel free to ask other questions. I'm here to help.