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Best answer July 01, 2019
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You're at the right track, @postmambo.
Let's create an expense transaction to track the $214.00 reimbursements that you've provided to your customer.
Here's how:
- Go to the Banking menu.
- Choose Write Checks.
- Enter the name of the Customer in the Pay To The Order of field.
- Click the Expenses tab.
- In the Account column, select the expense account associated with refunds and reimbursements.
- Enter the Reimbursement Amount.
- Click Save and Close.
You can refer to this article for more detailed information: Record a credit memo or refund in QuickBooks Desktop.
Also, I'd recommend consulting with an Accountant so you'll be guided properly in choosing the right expense account to associate with this type of transactions.
On the other hand, to learn more about the different transaction workflows in QuickBooks you may check these articles:
- Accounts Payable workflows in QuickBooks Desktop
- Accounts Receivable workflows in QuickBooks Desktop
Don't hesitate to swing by here in the Community if you have other questions. I'm just a few clicks away.
You're at the right track, @postmambo.
Let's create an expense transaction to track the $214.00 reimbursements that you've provided to your customer.
Here's how:
- Go to the Banking menu.
- Choose Write Checks.
- Enter the name of the Customer in the Pay To The Order of field.
- Click the Expenses tab.
- In the Account column, select the expense account associated with refunds and reimbursements.
- Enter the Reimbursement Amount.
- Click Save and Close.
You can refer to this article for more detailed information: Record a credit memo or refund in QuickBooks Desktop.
Also, I'd recommend consulting with an Accountant so you'll be guided properly in choosing the right expense account to associate with this type of transactions.
On the other hand, to learn more about the different transaction workflows in QuickBooks you may check these articles:
- Accounts Payable workflows in QuickBooks Desktop
- Accounts Receivable workflows in QuickBooks Desktop
Don't hesitate to swing by here in the Community if you have other questions. I'm just a few clicks away.
