How do I apply a chargeback from a client, then how do I apply once it is reversed. I have all of my paperwork with proof they received our product?

No need to worry, @sheila30.

You can easily create a Refund receipt for your client who asks for a chargeback. Here's how:

In your QuickBooks Online (QBO) account:

1. Click the + New button
2. Select Refund receipt or Give refund.
3. Choose a client you want to refund from the Customer ▼ drop-down.
4. Select the bank you deposited the payment for the invoice from the Refund From ▼ drop-down
5. Add all products or services the customer returned in the Product or service column.
6. Ensure to fill in the details for the refund, then select Save and close.

Here's an article you can read for more details: Record a customer refund in QuickBooks Online

Additionally, you can check our Income and expenses page for future reference. From there, you can read great resources that can guide you in managing your income efficiently.

You're always welcome to post here anytime. Our Community page is always open. Have a great day and keep safe!

How can this be done in QB 2019 desktop?

I'll help you record the chargeback your customer has requested in QuickBooks Desktop (QBDT), @beesrvresort.

There are two ways of how you can do this in QuickBooks. One is to process the transaction as a refund, and the other option is to record it as a business expense by creating a check. 

Here's how to create a refund: 

1. Click the Customers menu.
2. Choose to Create Credit Memos/Refunds.
3. Select the name of the Customer: Job.
4. Enter the credit memo details and then click Save and Close.
5. Choose Give a Refund, then click OK.

Then, use the same bank account you use in recording the original transaction. This way, you can link it to the right account in QuickBooks. After this, click OK.

You can also follow the steps in this article to record chargeback by creating a check in QBDT: How to write check in QuickBooks.

Additionally, you can look over this article for more info about how to payback or handle your customer's credits in QuickBooks: How to create a credit memo or refund check in QBDT for Windows.

If there's anything else you need help with QuickBooks, feel free to reach out to us. Have a great day, and keep safe.

I have followed these steps but the issue that I am now running into is that the account now shows a $0 balance when the original balance is due for payment. 

Ex I have customer invoice for $30, they paid with credit card, credit card payment was processed. 30 days later they disputed the charges and there was a chargeback on the account. 

Now there is $30 due for payment. 

When I follow the steps there is not a balance of $30 

I have here steps you can follow to help you handle this customer chargeback properly on your QuickBooks Desktop.

First, you can delete the one you have recorded prior. Write a check instead to make sure that there is an AR reflected on the customer account for the chargeback. Here's how:

1. Go to Banking and select Write Checks.
2. Fill in the necessary details.
3. Click Save and Close.
   
   
   
   Next, open the initial payment, uncheck the affected invoice, and put a checkmark on the check created earlier. Follow these steps:

1. Go to Customers and choose Customer Center.
2. Select the specific customer, locate, and select the Payment transaction to open it.
3. Uncheck the affected invoice, and put a checkmark on the check created earlier.
4. Click Save and Close.

After that, you will be able to reopen the original invoice. From there, you can resend the invoice to your customer.

You can utilize this article to learn more about handling checks: Create, modify, and print checks in QuickBooks Desktop.

Feel free to post here in the QuickBooks forum again if you need anything else with QuickBooks. I'll be right here to help you anytime. Have a lovely weekend!