How do record a check as a refund on QuickBooks Online?

I'm here to help you record a check as a refund, fv0515.

You can use the Check entry to record the partial refund. It reduces the bank's balance and offsets the customer's payment.

Here are the steps you can follow.

Step 1: Record the check as a refund.

1. Click + New, then choose Check.
2. Select the customer you want to refund from the Payee ▼ drop-down.
3. From the Payment account ▼ drop-down, enter the bank account where you deposited the payment.
4. On the first line of the Category column, choose Accounts Receivable.
   
5. Enter how much you want to refund in the Amount field.
6. Fill out the other fields as you see fit, then click Save and close.

Step 2: Link the check to the customer's payment.

1. Click + New, then choose Receive payment.
2. Select the same customer you used for the check.
3. Fill in other fields.
4. Under the Outstanding Transaction section, mark the Check you've created.
   
5. If you have automation to apply bill payments turned on, this step is done for you.
6. Click Save and close.

Processing a refund depends on various scenarios. Check out this article to learn how to record them in QuickBooks: Record a customer refund in QuickBooks Online.

In addition to this, it's important to review your transactions in QuickBooks to make sure they match with what's your bank statements. That being said, I recommend reconciling bank accounts every month. Please browse this complete reconciliation guide through this link: Learn the reconciliation workflow in QuickBooks.

Click the Reply button below and tag me if you have additional questions about recording a refund. It's always my pleasure to help you.