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Record a customer refund in QuickBooks Sole Trader
by Intuit•13• Updated 3 weeks ago
Learn how to refund a customer in QuickBooks Sole Trader.
If you need to return your customer's money, don't worry. Here's how to record a refund based on various scenarios. This will make sure your books are up-to-date.
To record a cash refund after your customer paid their invoice, you can enter an expense on the Transactions page to balance your books.
- Go to Transactions.
- Select New transaction.
- Select the Expense radio button, and enter the same amount as the paid invoice.
- In the Category ▼ dropdown, select Sales.
- Complete the rest of the fields, then select Save.
This sales transaction cancels out the paid invoice from an accounting perspective.
To record a refund made from a bank account, wait until the transaction comes in from your QuickBooks linked bank account.
- Go to Transactions.
- Find the refund bank transaction that you sent to your customer.
- Review the transaction to make sure the Category is Sales. Update if needed.
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