How can I create a refund receipt from a sale or invoice and have the line items copied over?

Thank you for coming here to the Community, @dogowner.

Currently, QuickBooks Online (QBO) does not have the option to copy the items from your invoice to your refund receipts. I can see how beneficial it is for your business. It can be hassle-free and enable you to save more time entering the items into multiple refund receipts.

With this, I recommend you send feedback directly to our product engineers. This way, they’ll get notified of the features that benefit the number of business owners and ease their workloads.

Here’s how you can submit them:

1. Go to the Gear icon.
2. Select Feedback.
3. Enter a brief description of your product suggestion.
4. Click Next to submit feedback

In the meantime, you can manually enter the items when creating the refund receipts: Create a refund receipt in QuickBooks Online

Since we constantly consider your suggestions when updating our products, you can check the status of your feature request in our Feedback forum. The more requests we receive for it, the more likely it is that future enhancements will incorporate this.

Feel free to comment if you have more questions about refund receipts. I'll be right back to answer them. Stay safe!

Somehow I mistyped this question and I meant refund and not sales receipt.  I want to create a refund receipt from a sale or invoice.

I'm joining the thread to share some insights about refunding a processed sale in QuiickBooks, @dogowner.

You can create credit memos or refund receipts for this transaction. This way all the product quantities are returned to the inventory. However, the only limitation we have for this is that it doesn't automatically copy the data of the invoice being refunded. You will need to add the products you're refunding manually, that's why my colleague suggested that you send a product feedback for our developers.

Here are to steps to issue a customer refund if invoice has been paid:

1. Click the + New icon, and select Credit memo.
2. In the Customer field, select the appropriate customer.
3. Enter the Credit Memo Date, Amount, Tax, and Product/Service you’re getting a credit for.
4. Press Save and close.

Here is another method if you want to refund a sales receipt:

1. Press + New.
2. Choose between Refund receipt or Give refund.
3. Add the name of the customer you want to refund in the Customer ▼ dropdown.
4. In the Refund From ▼ dropdown, then select the bank you deposited the payment for the invoice to.
5. Add all products or services the customer returned in the Product/Service column.
6. Make sure to fill the date, quantity, rate, amount, sales tax, and other fields accordingly, then select Save and close.

Here is an article with videos to walk you through the refund process: Record a customer refund in QuickBooks Online.

Please come back here if you have other concerns about this refund topic or other questions with the features in QuickBooks. I'd be delighted to be of your assistance.