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GregK2
Level 1

Desktop Pro Partial CC Reversal

Can someone please help me with the best method for dealing with partial credit card reversals (refunds)?  I know how to refund the $.  What I can't figure out is getting the invoice/ partially refunded payment to sync in the Merchant Service Deposits.  Thanks.

Solved
Best answer February 04, 2021

Best Answers
Maybelle_S
QuickBooks Team

Desktop Pro Partial CC Reversal

Hello there, @GregK2.

 

In QuickBooks Desktop (QBDT), we'll have to record the partial refund manually.

 

Here's how:

  1. Go to the Customers menu, and then select Receive Payments.
  2. From the Received from drop-down arrow, select the customer.
  3. Click the Discounts and Credits icon.
  4. In the Available Credits section, select the check you created and then Done.
  5. You may see a prompt to confirm the transfer. If you do, select Yes. The amount will be applied automatically to the invoice.
  6. Select Save & Close.

Feel free to check this article for your future reference: Enter and Apply a Credit Memo or Delayed Credit.

 

Stay in touch with us if you have other questions. I'm always here to help. Take care!

View solution in original post

1 Comment
Maybelle_S
QuickBooks Team

Desktop Pro Partial CC Reversal

Hello there, @GregK2.

 

In QuickBooks Desktop (QBDT), we'll have to record the partial refund manually.

 

Here's how:

  1. Go to the Customers menu, and then select Receive Payments.
  2. From the Received from drop-down arrow, select the customer.
  3. Click the Discounts and Credits icon.
  4. In the Available Credits section, select the check you created and then Done.
  5. You may see a prompt to confirm the transfer. If you do, select Yes. The amount will be applied automatically to the invoice.
  6. Select Save & Close.

Feel free to check this article for your future reference: Enter and Apply a Credit Memo or Delayed Credit.

 

Stay in touch with us if you have other questions. I'm always here to help. Take care!

View solution in original post

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