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SR2
Level 1

refund receipt

How do you process a refund from goods you have bought for re sale that were not needed?

When you photo the receipt it does not register it as a credit and puts it on as a debit receipt. It then cannot match it up with the credit that shows from the bank or credit card.

Please advise?

1 REPLY 1
QuickBooks Team

Re: refund receipt

Hello there, @SR2.

 

Currently, the refund feature isn't available in QuickBooks Self-Employed.

 

But I've got a workaround that you may consider. You can exclude the expense transaction that you recorded in your book. Let me guide you how.

 

If you access your QuickBooks account through a web browser, here's how:

 

  1. Go to the Transaction page.
  2. Open the transaction.
  3. Check Exclude on.
  4. Select Save.

But if you access your QuickBooks account through the mobile app, you can just tap the transaction and toggle Exclude on.

 

I've got you an article for your reference: Exclude or Delete Transactions.

 

Also, I want to let you know that we're taking note of your feedback and suggestions to improve the experience we're providing.

 

On the other hand, if you meant for receipt forwarding feature, here's how QuickBooks Self Employed handles it:

 

  • If a credit/debit card number is provided, we check if you connected this credit/bank account to QuickBooks Self-Employed.
  • If there is No credit/debit card number provided or that account isn't connected to QuickBooks Self-Employed account, we still try to match the receipt against transactions. 

For more detailed information, you can check out this article: Receipt Forwarding Feature.

 

That's it! Please let us know if you have any other questions with QuickBooks Self Employed. We're always here to help.