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Hello there, willowpitch.
I'd like to share what I know about customer refunds and how to record them in QuickBooks Online. How are you recording the sales? Are you using a sales receipt?
If so and you have already recorded the full amount as a sale you could record it as a Refund receipt transaction for the amount refunded
Like this:
You can also check out this article for the other option that you can use to manage customer refund when you have recorded the sale on an invoice: Record a customer refund or supplier refund in QuickBooks Online.
If you have not yet done the sale let us know and we can go through alternate ways to record this
Once done, you can visit this link to start reconciling an account in QuickBooks Online.
Let me know if you still have questions or clarifications about customer refunds. I'm always here to help. Keep safe.
Hello there, willowpitch.
I'd like to share what I know about customer refunds and how to record them in QuickBooks Online. How are you recording the sales? Are you using a sales receipt?
If so and you have already recorded the full amount as a sale you could record it as a Refund receipt transaction for the amount refunded
Like this:
You can also check out this article for the other option that you can use to manage customer refund when you have recorded the sale on an invoice: Record a customer refund or supplier refund in QuickBooks Online.
If you have not yet done the sale let us know and we can go through alternate ways to record this
Once done, you can visit this link to start reconciling an account in QuickBooks Online.
Let me know if you still have questions or clarifications about customer refunds. I'm always here to help. Keep safe.
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