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Customer refunds

Forum|Forum|5 years ago
January 14, 2021
1 reply
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I wrote a customer refund check, but we only use QB for bookkeeping. How do I record the refund if I'm not having QB actually write the check.

QuickBooks Desktop

Best answer by MadelynC

I’m here to help you record this customer refund in QuickBooks, @ledoffice.

Thanks for reaching out to the Community. QuickBooks Desktop makes it easy to give money back or credit to your customers.

To enter a refund in the program, you’ll want to create a credit memo then choose Give a refund. As this is how to handle the said credit. Here’s how:

Go to the Customers menu, then select Create Credit Memos/Refunds.
From the Customer:Job drop-down, select your customer.
Enter the items you're giving a credit for, then select Save & Close.
In the Available Credit window, choose Give a refund.
Enter the necessary information, then press OK.

You might want to visit this article about recording refunds received from a vendor in QBDT. It has recommended steps depends on the scenario.

I'll be happy to help if you need any further assistance with this refund matter or anything else. Just leave me a message, and I’ll make sure to get back a soon as I can. Have a great day!

M

MadelynC

Answer

Moderator

I’m here to help you record this customer refund in QuickBooks, @ledoffice.

Thanks for reaching out to the Community. QuickBooks Desktop makes it easy to give money back or credit to your customers.

To enter a refund in the program, you’ll want to create a credit memo then choose Give a refund. As this is how to handle the said credit. Here’s how:

Go to the Customers menu, then select Create Credit Memos/Refunds.
From the Customer:Job drop-down, select your customer.
Enter the items you're giving a credit for, then select Save & Close.
In the Available Credit window, choose Give a refund.
Enter the necessary information, then press OK.

You might want to visit this article about recording refunds received from a vendor in QBDT. It has recommended steps depends on the scenario.

I'll be happy to help if you need any further assistance with this refund matter or anything else. Just leave me a message, and I’ll make sure to get back a soon as I can. Have a great day!