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Join nowLet me help you from here, Purple Fencing.
You'll have to void or create a reverse sale instead of a Refund Receipt. This way, it will hit your customer's bank account. You can open the article Rose-A provided at the top to help you with refunding or reversing a transaction.
Once done, your customer shall receive the refund. To trace the transaction, you can reach out to QuickBooks Payments support.
Feel free to let us know if you have other concerns. We'll be right here to help you out. Keep safe!
I can share some information regarding refunding a customer in QuickBooks Online, Purple Fencing.
If you're using QuickBooks Payments, the system will automatically process the refund from your bank to your customer's account. Otherwise, QuickBooks will document the refund process for recording purposes.
You can go through this article: Void or refund customer payments in QuickBooks Online. This will provide you the steps on how to refund a customer's credit card as well as information on when you can void a transaction.
Additionally, you can visit the following write-up: Sales and customers. This will provide you links on how to manage your company income as well as resources to help you with your future task.
Please get back to me if you have any other QuickBooks concerns. The Community and I will help you out. Take care always.
Thank you for your response. I created the Refund Receipt in QB now - will I need to hit send for it to prompt my bank to send the funds back to her account? She originally paid by ACH direct deposit.
Let me help you from here, Purple Fencing.
You'll have to void or create a reverse sale instead of a Refund Receipt. This way, it will hit your customer's bank account. You can open the article Rose-A provided at the top to help you with refunding or reversing a transaction.
Once done, your customer shall receive the refund. To trace the transaction, you can reach out to QuickBooks Payments support.
Feel free to let us know if you have other concerns. We'll be right here to help you out. Keep safe!
Thank you so much!
I'm happy to hear that the steps provided by my colleague above were able to resolve your concerns, @Purple Fencing.
Please know that you're welcome to reach back out to the Community any time you need a helping hand. We're always around. Take care and have a wonderful weekend!
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