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Level 1

Credit memo check

I want to write a customer a check for a credit memo rather than applying it to an invoice down the road, how can I accomplish this?

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Best answer April 24, 2019

Best Answers
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Moderator

Credit memo check

You've come to the right place, @mikebts.

 

I can help walk you through writing a customer check for a credit memo in QuickBooks Online (QBO).

 

Here's how to accomplish this:

 

1. Go to the Plus icon, then pick Check under Vendors column.
2. On the Category details section, enter/choose the following:

  • Accounts - Accounts Receivable.
  • Amount - Credit amount.
  • Customer - Customer's name.

3. Hit Save and close.

212.PNG

 

After that, pair it with the credit. Here's how:

 

1. Go back to the Plus icon and pick Receive Payment under Customers column.
2. Choose the customer's name on the Customer field.
3. Select the check created on the Outstanding Transactions section and the Unapplied Payment on the Credits section.
4. Ensure that the Amount Received is zero, then hit Save and close.

213.PNG

 

I'm also including an article for additional information: Record a customer refund.

 

That should do it. Let me know how it goes by leaving a comment. I'll be here if you have any additional questions or if you need anything else. Have a great day.

View solution in original post

5 Comments 5
Highlighted
Moderator

Credit memo check

You've come to the right place, @mikebts.

 

I can help walk you through writing a customer check for a credit memo in QuickBooks Online (QBO).

 

Here's how to accomplish this:

 

1. Go to the Plus icon, then pick Check under Vendors column.
2. On the Category details section, enter/choose the following:

  • Accounts - Accounts Receivable.
  • Amount - Credit amount.
  • Customer - Customer's name.

3. Hit Save and close.

212.PNG

 

After that, pair it with the credit. Here's how:

 

1. Go back to the Plus icon and pick Receive Payment under Customers column.
2. Choose the customer's name on the Customer field.
3. Select the check created on the Outstanding Transactions section and the Unapplied Payment on the Credits section.
4. Ensure that the Amount Received is zero, then hit Save and close.

213.PNG

 

I'm also including an article for additional information: Record a customer refund.

 

That should do it. Let me know how it goes by leaving a comment. I'll be here if you have any additional questions or if you need anything else. Have a great day.

View solution in original post

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Level 1

Credit memo check

Thanks Fritz! Really appreciate your help with this!

Highlighted
Level 1

Credit memo check

I have tried this 8 times. I keep getting the error message

Something is not quite right 

You must select a transaction amount. 

 

I set ALL amounts to zero as indicated in screenshot. It does NOT work.

Help!

Highlighted
Level 1

Credit memo check

Even when I set the amount to the credit amount it accepts the transaction, then still leaves the credit memo under the customer, super super frustrating process for something that should be SUPER simple.

 

Highlighted
Moderator

Credit memo check

I appreciate for trying out the steps above, carla4.

 

I'm here to continue the help. If you're done reviewing the amounts and followed the instructions outlined above, I suggest performing the steps again using a private browser or incognito window. This is will help us verify if it's the browser that's causing this behavior.

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge: Ctrl + Shift + P
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If this works, please go back to your default browser and clear it's cache. Doing this will eliminate unnecessary data and refreshed the program. You can also try other supported browser to be thorough.

 

Get back to me if you have other questions. I'm always happy to help you further. Keep safe and have a great rest of the day!

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