Need to make changes or updates to your accounts or subscriptions? Visit the Account Management Page
QuickBooks HelpQuickBooksHelpIntuit

Reverse a sales receipt without refunding the customer's credit card

SOLVEDby QuickBooksQuickBooks Point of Sale1Updated 1 year ago

Learn how to reverse/return a sales receipt without issuing money back to the cardholder.

There are instances when we need to reverse/return a sales receipt to correct a record in QuickBooks Point of Sale, but not issue money back to the cardholder.

Follow these steps if you only wish to reverse a sale without refunding the credit/debit card used in a transaction.

Note: Create a backup of your company file before performing the following steps.

Step 1: Disconnect your Intuit QuickBooks Payments account from Point of Sale

  1. Go to File, then select Setup Interview.
  2. Select the Payments tab.
  3. Select No to Would you like to accept Credit and Debit Cards?.
  4. Select Done.

Step 2: Make or reverse a sale

You may now enter sales without charging the customer's card again or reverse transactions without refunding the credit card payment.

  1. From the Make a Sale screen, select the item for return. It should be identical to the original credit card sale.
  2. Select Return Item.
  3. Select Credit as the payment method.
  4. Select Refund, then choose the card type.
  5. Select Save Only or Save & Print.

Step 3: Reconnect your Intuit QuickBooks Payments account to Point of Sale

  1. From the File menu, select Setup Interview.
  2. Select the Payments tab.
  3. Select Yes to Would you like to accept Credit and Debit Cards?, then select Sign In.
  4. Enter your Intuit Merchant Services login and password.
  5. Choose the Merchant Account you want to use, then select OK.
  6. Select Done.

Was this helpful?

You must sign in to vote, reply, or post
QuickBooks PaymentsQuickBooks Point of Sale BasicQuickBooks Point of Sale Multi-StoreQuickBooks Point of Sale Pro

Sign in for the best experience

Ask questions, get answers, and join our large community of QuickBooks users.

More like this