How can you issue a partial refund to someone who paid through Quickbooks with a credit card?

I can share some ways so you can refund the security deposit without needing to enter the credit card credentials, Ballentine . Let me walk you through the process.

To process a partial refund in QuickBooks, you have two options. The first option is to log in to your QuickBooks Payments and perform the partial refund. Afterward, you can E-mail or Print a copy of the receipt for your records.

Here's how:

Step 1: Log in to your account

1. Log in to your QuickBooks Online (QBO) or QuickBooks Payments account. You can directly follow step 2 if you log in to your payments account.
2. Go to the Gear icon located in the upper right corner.
3. Choose Accounts and Settings.
4. Click the Payments tab.
5. Find the Merchant details section, then click the Manage account.

Step 2: Create a refund in QuickBooks Payments

1. From the Activity & Reports dropdown, choose the Transactions option.
2. Select the date range of the transaction.
3. Click Search.
4. Press the transaction you'd want to reverse, then select Reverse (Void/Credit).
5. Enter the amount that needs to be refunded, then click Submit.
6. You'll see the receipt on the screen. Select E-mail or Print to get a copy of the receipt.

Afterward, you'll see this transaction from your For Review tab or bank feeds. You can create a refund receipt, and then Match it with the downloaded transaction or Add this transaction so it can directly go to the Categorize tab.

The second option is to directly ask for the credit card number of your customer and then refund a security deposit in QuickBooks Online.

When you're ready to reconcile, visit this article to follow the step-by-step process: Reconcile an account in QuickBooks Online.

I'm still here whenever you have more questions about refunds in QuickBooks Payments or QBO. Please let me know in the comment section so I can assist you.

Thank you for your help. That seems to have worked in getting the money back to her. I still can't find any record of it in the normal interface, but it's also still in Pending status, so I'm guessing that's why. I'm not entirely clear in how to link it with the original payment, but since it's a reversal, I'm hoping that happens automatically (creating a Refund Receipt didn't work, because it wanted payment details).

I also noticed in the first link you sent, in the "Refund a credit card payment for a sales receipt..." link apparently an option should appear to edit the refund amount, instead of refunding the entire payment. If that's correct, would that be a more streamlined approach or would it then ask for the credit card information?

Thanks for your prompt reply, @Ballentine.

I'll add information to help you achieve your goal of refunding a payment in QuickBooks Online (QBO).

Yes, you're right. It would be best to edit the amounts or items if you need to issue a partial refund for the payment. Then, credit card refunds can only go back to the original card used. From there, you won't need to ask for the credit card information from your customer. Otherwise, you might need to reach out to your customer for verification.

I'll add this article again for more details: Void or refund customer payments in QuickBooks Online.

Also, this resource can give you insights about what fees you could be charged for a refund or voided payment: Understand fees for refunds or voided transactions.

Please don't hesitate to leave a comment below if you have more queries about refunds or any other transactions in QBO. I'll get back to this thread to help. Take care always.

Can you confirm that navigating from:

Menu>Sales>All Sales>[transaction]>More (at bottom)>Refund>"Yes"

will give me the option to fill in a partial refund, as implied in that first link I mentioned?

I tried a test transaction of $3, but it did not give me the option and immediately refunded (voided) the entire payment. However, it was only for $3, so perhaps there's a minimum threshold before partial refunds are an option. Can you confirm one way or another?

Also, the link also stated to navigate through:

Bookkeeping>Transactions>All Sales>[transaction]>More>Refund>Save and close

I haven't found a "Bookkeeping" link/section, so I might be on an entirely different page. Can you please clarify or guide me to the right section?

Thank you for all your help.

I appreciate you for trying the steps presented by my colleagues above, @Ballentine. Let me get you pointed in the right direction to help address this matter.

You can issue a partial refund through QuickBooks Payments without needing your customer's credit card information. Since this feature isn't available in QuickBooks Online.

Here's how:

1. Sign in to your QuickBooks Payments account.
2. Click on the Reverse a Transaction, from the Processing Tools drop-down.
3. Fill out the necessary fields and tap Search.
4. Choose the transaction you want to refund.
5. Type in manually the amount you want to refund in the Amount field, then Submit.
6. A new message will pop up. You'll be asked to select Continue to process a full refund. If you'd like to submit a different amount, select Cancel. You'll then be prompted to enter a different refund amount. Select Continue.
7. A receipt of the transaction will be displayed on the screen. Select E-mail or Print to get a copy of the receipt.

For more information, you can check this link: Void or refund transactions in QuickBooks Payments.

Moreover, you can visit this article for future reference about what fees you could be charged for a refund or voided payment in QuickBooks Payments: Understand fees for refunds or void transactions.

Don't hesitate to comment anytime you have additional questions about processing payments and refunds. We're always here to lend a hand.

The processing tools menu has not been available since earlier this year.   We had a ticket in and they closed it saying it was solved but the menu never came back. We have not been able to do a partial refund almost all year.