cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How to match a refund in bank review

 
4 Comments
Level 3

Re: How to match a refund in bank review

You will need to create a matching refund transaction in Quickbooks first and match your bank transaction to it.

QuickBooks Team

Re: How to match a refund in bank review

Hey there, @DMV1.

 

You can match your transactions by clicking on Find Match on the Banking page. Let me guide you how.

 

First, you'll need to make sure that the transaction intended for the refund is entered in QBO. 

 

Next, locate the refund transaction from the Banking page and match it to the transaction. Here's how:

  1. On the left panel, click on Banking.
  2. In the For Review tab, select the refund transaction.
  3. Click on Find Match.
  4. On the Match transactions page, select the transaction which the refund was for.
  5. Click on Save.

You may read this article in your free time: Add and Match Downloaded Banking Transactions.

 

Feel free to leave a comment below if you have other questions. I'd be glad to help you. Have a good one!

Level 1

Re: How to match a refund in bank review

I have a credit card refund and created a refund receipt, but in bank review it is not there when I go to match it (yes I checked the date to be sure it would be included in match) , yet the transaction is in the Customer's activity!  How in the world do you match it when it never shows up?  I even choose Refund Receipt (within match) and nothing shows up even when I choose dates for the whole year nothing!  I can do a report on Refunds and there are several past & future?????

Kathy

QuickBooks Team

Re: How to match a refund in bank review

Thank you for trying some troubleshooting steps to resolve the issue, @kthyklsy.

 

Ideally, the refund receipt should show on the Match Transaction screen. However, take in consideration of the bank account selected on the refund receipt. Open the transaction once more then verify the bank and update the details if necessary.

 

In case everything is correct and still it's not showing on the Match Transaction window, please contact our phone team. They have the screen sharing access to conduct further investigation.

 

Keep me posted on the results or if you have follow-up questions. I'm still here to help and provide assistance. Wishing you and your business continued success!

 

Need to get in touch?

Contact us