My donor has overpaid and has asked for a refund. I have been watching the video tutorials but there are so many and all different. Can you suggest the best way to show that I have refund the donor through my bank account, so that when I come to do my reconciliation at the end of the month, it shows and more importantly, my donors account is at zero..!
Thank you Ashley. Can I just ask one question. My donor is showing a credit balance because she over paid her rent. If I produce a credit note for her account, will this not show double the amount? Also you say to create an expense, I can't see that. I only have refund receipt, credit note, sales receipt. (I am using Quickbooks online).
Your welcome Farmgirlkent69, you should see the option of expense under supplier in the + new icon section, it should be the first option to select. If you have an open balance then you can use that instead of the credit.
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