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nboedeke
Level 3

Partial Credit Card Refund Question

Hi, I'm very new to QB Desktop and need an answer to the following:

I entered a credit card charge last week from Walmart for multiple items that were purchased for my fire station. One of the items on the receipt broke two days after purchase. It was returned and we received a refund for the item on the original receipt. We then purchased another of the same item. So, now I have the new receipt for that one item - no problem, and then the original receipt, which was entered, and the refund/credit receipt, which has not been entered because I am not sure how to enter it against the original credit card entry. Any help in showing me how to do this would be greatly appreciated! Thank you!

Solved
Best answer August 10, 2022

Best Answers
Carneil_C
QuickBooks Team

Partial Credit Card Refund Question

I appreciate you for laying out the details of your concern and using QBDT as a business startup partner, @nboedeke. I'd be glad to provide information about your concern with entering a refund.

 

Since you receive a refund from your vendor as a credit card credit, I've got some steps here below to get you started in entering the transaction. Here's how:

 

  1. Go to the Banking menu, then select Enter Credit Card Charges.
  2. From the Credit Card drop-down, select the credit card account.
  3. Click the Refund/Credit radio button.
  4. Choose the appropriate Vendor name and enter the Date, Ref No, and Amount.
  5. Enter the appropriate memo to describe the transaction.
  6. If you returned Items, select the Item tab and enter the Items and Amounts from the refund.
  7. If the refund does not have Items, select the Expenses tab, select the appropriate Accounts and enter the Amount.
  8. Tick Save & Close.

 

Moreover, I'll be adding this article if you want to enter a refund with a different scenario: Record a vendor refund in QuickBooks Desktop.

 

Also, here's a great resource that can guide you further in getting started with QuickBooks Desktop: Get started with QuickBooks Desktop.

 

Let me know how else I can help you with entering your transactions by adding a comment below. I'm more than happy to lend a helping hand. Keep safe always.

View solution in original post

3 Comments 3
Carneil_C
QuickBooks Team

Partial Credit Card Refund Question

I appreciate you for laying out the details of your concern and using QBDT as a business startup partner, @nboedeke. I'd be glad to provide information about your concern with entering a refund.

 

Since you receive a refund from your vendor as a credit card credit, I've got some steps here below to get you started in entering the transaction. Here's how:

 

  1. Go to the Banking menu, then select Enter Credit Card Charges.
  2. From the Credit Card drop-down, select the credit card account.
  3. Click the Refund/Credit radio button.
  4. Choose the appropriate Vendor name and enter the Date, Ref No, and Amount.
  5. Enter the appropriate memo to describe the transaction.
  6. If you returned Items, select the Item tab and enter the Items and Amounts from the refund.
  7. If the refund does not have Items, select the Expenses tab, select the appropriate Accounts and enter the Amount.
  8. Tick Save & Close.

 

Moreover, I'll be adding this article if you want to enter a refund with a different scenario: Record a vendor refund in QuickBooks Desktop.

 

Also, here's a great resource that can guide you further in getting started with QuickBooks Desktop: Get started with QuickBooks Desktop.

 

Let me know how else I can help you with entering your transactions by adding a comment below. I'm more than happy to lend a helping hand. Keep safe always.

nboedeke
Level 3

Partial Credit Card Refund Question

Thank you so much! I appreciate your insight and input on this. Have a great day!

Candice C
QuickBooks Team

Partial Credit Card Refund Question

Good morning, @nboedeke

 

Thanks for joining us again! 

 

I appreciate you reaching back out to us. Don't forget to let us know if this worked for you or if you need some further assistance on your partial credit card refund question. 

 

We're always here to have your back. Bye for now!

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