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Record a customer refund in QuickBooks Solopreneur
Learn how to refund a customer in QuickBooks Solopreneur.
To issue a refund directly in QuickBooks, check out QuickBooks Payments rates and apply.
If you need to return your customer's money, don't worry. Here's how to record a refund based on various scenarios. This will make sure your books are up-to-date.
Record a manual cash refund from a paid invoice
To record a cash refund after your customer paid their invoice, you can enter an expense on the Transactions page to balance your books.
Go to Accounting.
Select New transaction.
Choose the Expense radio button, and enter the same amount as the paid invoice.
In the Category ▼ dropdown, choose Sales.
Complete the rest of the fields, then select Save.
This sales transaction cancels out the paid invoice from an accounting perspective.
Record a refund made from a bank account
To record a refund made from a bank account, wait until the transaction comes in from your QuickBooks linked bank account.
Go to All apps
, then Accounting, then Bank transactions (Take me there).Find the refund bank transaction that you sent to your customer.
Review the transaction to make sure the Category is Sales. Update if needed.
Record and fulfill a refund for an invoice that was paid through QuickBooks Payments
Go to Get paid, then Invoices (Take me there).
Find the invoice that you want to refund.
In the Action column, select the dropdown▼ menu, then Refund.
Follow the on-screen instructions to open the Merchant Services Center and process the actual refund.
Then, follow the steps in the Record a manual cash refund from a paid invoice section to keep your accounting records accurate.
That’s it! Now you’ve refunded your customer and created the sales transaction to balance your books.
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