Create Credit Memo from Paid Invoice with easily many Items

I'm here to ensure that you can create a credit memo to refund a customer in QuickBooks Online (QBO), @AlexisR.

You can create a credit memo and then write a check for the refund if you want to reimburse the customer for the returned items.

Here's how:

1. Sign in to your QuickBooks Online account.
2. Click on + New then select Credit memo.
3. In the Customer field, choose the specific customer.
4. From there, fill in the Credit Memo Date, Amount Tax, and Product/Service.
5. Once done select Save and close.

You can then issue a refund using a check. However, if the customer wants to keep it as credit for their next invoice, you can use the credit memo to record the transaction.

For more information, you can check out this article: Record a customer refund in QuickBooks Online.

For future reference, you can visit this article that teaches you how and when to give a credit memo or delayed credit to customers: Create and apply credit memos or delayed credits in QuickBooks Online.

Don't hesitate to reach out if you need further assistance with managing your invoices in QBO. I'll always lend a hand.

Thank you for all of this information. 

How do you copy the invoice items into a credit memo instead of adding one by one?

In the Desktop version the invoice items could all be added to credit memo easily with a button. 

Is there a solution to that?

You can add the items from the invoice to the credit memo manually, Alexis. I have insight about this, and I'll explain this to you.

When adding items from an invoice to a credit memo in QuickBooks Online (QBO), it's important to note that you can only do this by hand. Unfortunately, there's no direct way to copy the items from the invoice to the credit memo. For each returned item on the invoice, you'll need to create a separate credit memo transaction.

Furthermore, to effectively manage your sales within QBO, you can utilize the reporting features to track your business's performance and transactions.

Once you've applied the credit memo, don't hesitate to comment if you need further help. We're here to support you in any way we can. Have a good day!

This doesn't work for me. Please put in a request to make it work like QB Desktop. I have clients who need this feature regularly. I don't want to have them manually create a credit memo. Please inform me when this has been fixed. It's ridiculous that QBO doesn't have all the same features.

Transferring the invoice items directly into a credit memo rather than entering them by hand can streamline your workflow, hanescpa.

We are always striving to improve our software. As this feature is currently unavailable in QuickBooks Online, I encourage you to share your suggestions and feedback with our product development team, allowing them to evaluate the mentioned functionality that might potentially be added to the next update. Here's how:

1. Go to the Gear icon at the top.
2. Select Feedback.
3. Enter your comments or product suggestions. Then select Next to submit feedback.

In addition, you can create and send customer statements that will serve as a reminder and show summaries of their invoices, payments, credits, and balances.

You can ask further questions about managing invoices or other issues by clicking the Reply button. The QuickBooks Community is here to help you whenever you need guidance.