Hi Shannon83,
Thanks for reaching out to us here. QuickBooks is a powerful program with the features you need to record your transactions with confidence. I'd be happy to assist!
Refunding your customers can handled by applying it to an invoice, retaining it as a credit or providing a refund. First you'll need to create a credit memo. Here's how;
1. Select Customers from the menu and then Create Credit Memos/Refunds
2. Choose your customer from the Customer; Job ▼ dropdown menu
3. Enter the items the credit is for and hen hit Save & Close
Follow these steps to give a refund;
1. Go to the Customers menu and then Receive Payments
2. Choose the Customer using the ▼ dropdown menu in the Received from field
3. Click on the Discounts and Credits icon
4. Select the cheque you created in the Available Credits section and then hit Done
5. If you see a prompt to Confirm, hit Yes so the amount is automatically applied to the invoice
6. Hit Save and Close
Here's a helpful guide for your reference.
If you require additional assistance, please don't hesitate to contact us. Your time is valuable and we'd love to help!
