I Need Help Recording a Credit Card Overpayment Transaction to a Vendor.

Hi GoodJuju85.

Being able to enter your vendors refunds in your QuickBooks Desktop is a great way to keep your accounts up to date. I'd be happy to help you with entering this refund.

In order to enter a refund cheque for a vendor in QuickBooks Desktop there are a few ways. The first one would be to create the vendor as a customer and entering the funds through the receive payment section. Another option would be to enter this as a journal entry. Before doing it this way I recommend reaching out to your accountant as they are trained in how to make this kind of entry. If you don't have an accountant no worries, we can help. You can find an accountant by going to our find an accountant page to find one in your area.

If you have any questions let us know and we'd be happy to help.

Hi Nick, thank you for replying to my post.

We would prefer not to create a customer account, so, would yo please tell me the steps to add a journal entry to Quickbooks? I can then consult with our accountant and check to see if the steps work for them.

Thank you!

Thank you for your help, Nick!