There’s an easy way in matching refund transactions, info850.
Instead of recording a Credit note in QuickBooks, we can use a Refund receipt. We can delete it and create a refund receipt. This way it’ll show when we match it to the payment in our bank feeds.
Here’s how to delete the Credit memo;
Then, let’s create a Refund receipt by clicking the + New button. Select Refund receipt and enter the same information and once done, click Save and close.
We can now match the transaction by going to the Banking page. I’ll show you how:
Here are a few articles that we can use on how to manage downloaded transactions and you might want to reconcile them after.
Let me know if you need anything else.