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Experienced Member

Check issued on Credit Memo

We had a credit issued to a customer after their account was paid in full. I created the credit memo and wrote a check to the customer. The customer's account still shows they are due the refund. How do I connect the refund check I wrote with the credit memo so the customer has a zero balance? I use QBO.

1 Comment
QuickBooks Team

Re: Check issued on Credit Memo

Greetings, @mchappot.

You can easily link the two transactions by using the Receive Payment option. Before doing so, make sure that Accounts Receivable is the posting account on the check. 

Here's how:

  1. From the customer’s Transaction List, click the Check.
  2. Go to the Category details section and choose Accounts Receivable (A/R) on the Category column.
  3. The Amount should reflect the credit amount.
  4. Select the Customer on the drop-down.
  5. Hit Save and close.

Check refund 1.PNG check refund 2.PNG


Now, attach the credit memo to the check by following the steps below:

  1. Go to the Plus icon and select Receive Payment.
  2. Choose the Customer from the drop-down.
  3. Mark the box next to the Check from the Outstanding Transactions section.
  4. Apply the Credit memo from the Credits section.
  5. Hit Save and close.

Check refund 3.PNG Check refund 4.PNG


Once done, the customer profile should no longer display an amount due for refund. Take a look at this article for additional information: Record a customer refund

That should get you pointed in the right direction.

Keep me updated on how that goes for you. I want to make sure this gets taken care of. Have a good one!