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.
- From the File menu, select Setup Interview.
- Select the Payments tab.
- Select No to Would you like to accept Credit and Debit Cards?.
- 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.
- From the Make a Sale screen, select the item for return. Ensure that it is identical to to the original credit card sale.
- Select Return Item.
- Select Credit as the payment method.
- From the Credit window, select Refund, then choose the card type.
- Click Save Only or Save & Print.
Step 3. Re-enter your merchant account number
- From the File menu, select Setup Interview.
- Select the Payments tab.
- Select Yes to Would you like to accept Credit and Debit Cards?, then click Sign In.
- Enter your Intuit Merchant Services Login and Password.
- Choose the Merchant Account you wish to use, then click OK.
- Select Done.