Customer refund by check

Hello there, @TammieMB.

I'm here to help you record a customer refund in QuickBooks Online.

If you want to refund for a paid invoice, follow the steps below:

Step 1: Enter a credit memo

1. Use the + New button.
2. Choose a Credit memo.
3. In your Customer drop-down, pick a customer's name.
4. Enter any necessary details.
5. Select Save and Close.

Note: If the customer has overpaid, you do not need the credit memo as you will already have an unapplied credit that acts as your credit memo.

Step 2: Make the refund

1. Go to + New and select Expense.
2. In the Payee field, select or enter the desired customer.
3. In the Payment Account field, select the bank the money is being refunded.
4. In the Category field, select the Debtors account (Accounts receivable).
5. In the Amount field, enter the amount of the refund.
6. In the Tax field, select the appropriate Tax (not inclusive/exclusive of tax) and hit Save.
7. Next, go to + New and select Receive payment.
8. Add the Customer and select the Payment method and Deposit to.
9. The balance should be 0 as they will cancel each other out, then select Save and Close.
10. If you have Online Banking, go to Transactions, then Bank Transactions (Take me there). Then match the record you found.

If you want to refund for goods or services for a dissatisfied customer or a customer's overpayment, you can read this article and go to the bottom part for the steps: Record a customer refund in QuickBooks Online.

I'm also adding this article to help you categorize transactions in QuickBooks Online: Categorize online bank transactions in QuickBooks Online.

Don't hesitate to comment below if you need further assistance recording a customer refund in QuickBooks Online. I'm always here to help. Have a great day.

Thank you, but this is not helpful. I’ve already looked this up and it provides too many choices and I’m unsure of the correct one for my situation. 10 months ago a customer paid an invoice with a credit card. I need to refund PART of that invoice and cannot do a partial refund in QBO now at this late date. I need to write a check. Do I need to create a Refund Receipt AND a check? I’ve done that but it doesn’t look right so I may need to delete them. I need specific help for my situation to record this correctly in my books, please and thanks. 

Good afternoon, @TammieMB. 

I appreciate you coming back and giving some additional information about how you're needing to record a refund to your customer with a check. 

With the details you gave, I recommend consulting your accountant to be sure of which route would be best for you. 

If you have any other questions after speaking with your accountant, don't hesitate to ask. Have a wonderful day!