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wesmac
Level 1

Is there a way to use the receipt snap feature of the mobile app to link a receipt for returned product to a transaction? I cannot save a receipt with a negative total.

 
2 Comments 2
Fiat Lux - ASIA
Level 15

Is there a way to use the receipt snap feature of the mobile app to link a receipt for returned product to a transaction? I cannot save a receipt with a negative total.

The feature for that purpose is available in an inventory management app.

Rebecca R
QuickBooks Team

Is there a way to use the receipt snap feature of the mobile app to link a receipt for returned product to a transaction? I cannot save a receipt with a negative total.

Hello there wesmac,

 

I love that you're using the Receipt Snap feature as well as the QuickBooks Online mobile app to make doing the books for your business a little easier. These are awesome features that streamline the bookkeeping process. When it comes to recording a refund from a supplier, there's a specific process that should be followed. Let me go over this with you.

 

From time to time, it's necessary to record a refund or a credit from a supplier or vendor. In those cases I can see how using the Receipt Snap feature would speed up the process, but that's not the way it's intended to work. The Receipt Snap feature is used to record and categorize your Bills and Expenses. While the transaction you're looking to record is a receipt that you've received from a supplier to document a return, you'll need to record it as a refund or credit in the system. 

 

If you returned the product and received credit from the supplier you can hit the + New button in the upper left corner and enter a Supplier Credit or Credit Card Credit. Here's an article to give you a hand with that: Enter a credit from a supplier.

 

If you returned a product and were issued a refund to your card rather than a credit, you'll want to go about recording that a little differently. The process for this is 3-step, but it's fairly straightforward. You'll first want to record a Supplier Credit, then do a Bank Deposit to deposit the money you've received, then use the Pay Bills option to connect the bank deposit to your supplier credit. The steps are all laid out clearly in the article below:

 

 

I can see how having the option to record these returns or supplier refunds through the Receipt Snap feature would be handy, so if you'd like, you're welcome to submit feedback on this. Use the Gear icon to choose Feedback and you'll have a space to share your thoughts directly with the team that implements changes to the program. Once you've submitted your request you can keep an eye on our New Features page to see if something you've requested has been implemented.

 

As @Fiat Lux - ASIA indicated, you may also have luck finding an App that connects with QuickBooks that allows you to do this. Take care, and let me know if you have more questions. I'm here to help!

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