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Best answer August 16, 2019
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Hello CHUCK348,
Allow me to lend a hand with applying credits to a refund check in QuickBooks Online.
You can use Check or Expense to record a refund check for the available credits of the customer. Please select the Accounts Receivable account as the category to ensure you can apply the credit memo during the process.
Here are the steps:
- Click the Plus sign, and select Check or Expense.
- Below the Category column, select Accounts Receivable.
- Under the Amount column, enter the refund amount.
- Under the Customer/Project column, add the customer name.
- Click Save and close.
- Click the Plus sign, and select Receive Payment.
- Add your customer.
- Enter necessary information.
- Put a checkmark in the box beside the check and credit memo.
- Click Save and close.
For your visual guide into the steps above, I'm attaching some screenshots on this:
Once done, it'll clear the negative balance on your bank register and offsets the credits from the customer. In case you encounter this type of situation in the future, I suggest bookmarking the article below:
Get back to me if you have followup questions about the process, and I'll be sure to get back to you.
Hello CHUCK348,
Allow me to lend a hand with applying credits to a refund check in QuickBooks Online.
You can use Check or Expense to record a refund check for the available credits of the customer. Please select the Accounts Receivable account as the category to ensure you can apply the credit memo during the process.
Here are the steps:
- Click the Plus sign, and select Check or Expense.
- Below the Category column, select Accounts Receivable.
- Under the Amount column, enter the refund amount.
- Under the Customer/Project column, add the customer name.
- Click Save and close.
- Click the Plus sign, and select Receive Payment.
- Add your customer.
- Enter necessary information.
- Put a checkmark in the box beside the check and credit memo.
- Click Save and close.
For your visual guide into the steps above, I'm attaching some screenshots on this:
Once done, it'll clear the negative balance on your bank register and offsets the credits from the customer. In case you encounter this type of situation in the future, I suggest bookmarking the article below:
Get back to me if you have followup questions about the process, and I'll be sure to get back to you.
