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ledoffice
Level 1

Customer refunds

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.

Solved
Best answer January 14, 2021

Best Answers
MadelynC
QuickBooks Team

Customer refunds

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:

 

  1. Go to the Customers menu, then select Create Credit Memos/Refunds.
  2. From the Customer:Job drop-down, select your customer.
  3. Enter the items you're giving a credit for, then select Save & Close.
    Capture.PNG
  4. In the Available Credit window, choose Give a refund.
  5. Enter the necessary information, then press OK.
    Capture 1.PNG

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!

View solution in original post

3 Comments
MadelynC
QuickBooks Team

Customer refunds

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:

 

  1. Go to the Customers menu, then select Create Credit Memos/Refunds.
  2. From the Customer:Job drop-down, select your customer.
  3. Enter the items you're giving a credit for, then select Save & Close.
    Capture.PNG
  4. In the Available Credit window, choose Give a refund.
  5. Enter the necessary information, then press OK.
    Capture 1.PNG

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!

View solution in original post

ledoffice
Level 1

Customer refunds

Thank you, MadelynC!  This worked for me!

MadelynC
QuickBooks Team

Customer refunds

You’re most welcome, @ledoffice.


Thanks for updating me. It's my pleasure to be of great help.


If you have any questions or concerns with QuickBooks, please don’t hesitate to let me know. I’m always here for you. Take care!

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