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Intuit

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

There are instances when we need to reverse a sale. However, if your Intuit Merchant Account is connected to QuickBooks Desktop Point of Sale, reversing a sale would mean that you would also refund the amount back to the credit/debit card used.
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. Temporarily remove your merchant account number from preferences

Important: Removing your merchant account number disconnects QuickBooks Desktop Point of Sale from your Intuit merchant account.

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

Step 2. Make a sale 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. Ensure that it is identical to to the original credit card sale.
  2. Select Return Item.
  3. Select Credit as the payment method.
  4. From the Credit window, select Refund, then choose the card type.
  5. Click Save Only or Save & Print.

Step 3. Re-enter your merchant account number

  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 click Sign In.
  4. Enter your Intuit Merchant Services Login and Password.
  5. Choose the Merchant Account you wish to use, then click OK.
  6. Select Done.

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