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Established Member

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 04-24-2019

Accepted Solutions
Moderator

Re: 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.

2 Comments
Moderator

Re: 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.

Established Member

Re: Credit memo check

Thanks Fritz! Really appreciate your help with this!