QB desktop credit card refund through another merchant other than QB payments

I'll share some information about managing your customer refund in QuickBooks Desktop (QBDT), @tabradley.

I'm glad you went into depth about what you were worried about. Don't worry, I'm here and ready to help you figure out what to do next to handle your customer's return.

Processing customer refunds using another merchant in QBDT is not possible at the moment. With this, I'd recommend voiding the transaction you created. After that, issue a refund through Check or Cash. 

To void, here's how: 

1. Go to the Customers menu and select Customer Center.
2. Open the customer's profile and find the credit memo and the credit card refund you created. 
3. Choose View Refund receipt and click Void Refund. 

To re-create, here's how: 

1. Go to the Customers menu and then Credit Memos/Refunds.
2. Pick the customer's name in the Customer: Job drop-down. 
3. Enter the products and services you need to refund, then the amount. 
4. Pick Use credit to give refund and select Cash or Check in the Issue this refund Via. 
5. Hit OK. 

For more details, see this link: Void or refund customer payments in QuickBooks Desktop.

Moreover, check out the following articles below to learn more about your company's income and customers:

• Sales and customers
• Give your customer a credit or refund in QuickBooks Desktop for Windows

It was a delight to be of help to you today. If you ever find yourself in need of assistance in the future, feel free to ask for it. Keep safe always, @tabradley.

Thanks for getting back to me. The client required us to do the refund to their credit card due to the total amount that was being refunded.  The actual refund was done in our Merchant program so they got their money. It was the way it was showing in QB that bothered me. 

So basically when this happens, still  issue the credit memo and mark it as being refund by cash/check.  Do not choose credit card.  So essentially, the transaction showing credit card refund is what I need to get rid of and the keep the credit memo. I understand what you said to do but I just want to be sure I'm thinking it out the right way.    I felt having the 2 transactions showing  the refund was wrong.

Thanks again!

You're welcome, @tabradley.

Thank you for sharing with us more information about this refund transaction.

For recording purposes in QuickBooks Desktop (QBDT), you can choose to keep the credit memo you've created and then apply it to cash or check. From here, you can get rid of the transaction showing as a credit card refund. 

Here's how you can give your customer a credit or refund in QuickBooks Desktop for Windows to select how you're going to handle the credit based on your situation. 

Check the following information on how you can run a report showing customer payments you have received, invoices, and deposits to which the payments are linked: Customize customer, job, and sales reports in QuickBooks Desktop. 

Let me know if you need further help or information about recording a credit card refund. I'm always glad to help. Have a great rest of the day!

hi -

Sorry I have a form they require for me to fill in at month end and it just doesn't seem to balance and my focus is it being these credit cards refunds (5 of them to same customer) .So I have the credit memos, redid the apply credit to check , got rid of the credit card refunds. To hit my GL and bank account, I then need to technical issue a check, correct?  This is miss match the bank statement as the statement shows the refund plus a credit card deposit  and one transaction. I was trying to show the refund as the credit card. But if I put it in the deposit in QB as a negative, the checks are still there. I guess best is to change the dummy check number to cc ref. The checks will show in the GL just not as a credit card refund. 

Here's my mind block - when I look at the GL, under Acct Rec. - the checks are a debit and the credit memos are a credit.   The checks make the month end invoice amounts higher than what was actually  invoiced.  So is this correct?