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How to record the return of sales

How to record customer returns?

Solved
Best answer 05-07-2019

Accepted Solutions
QuickBooks Team

Re: How to record the return of sales

You can either record the return as a refund or a credit memo, UnaYang. 

 

Let me show you how to record the return through the Refund Receipt:

  1. Click the Plus (create) icon. 
  2. Under the Customer section, select Refund Receipt
  3. Enter the customer details and the return date. 
  4. Choose the Payment method and account where funds are Refunded From
  5. Select the same product/service you are refunding and enter the exact amount of the refund.
  6. Once done, click Save and close or Save and send

You can follow this help article on how to enter a Credit Memo

 

I'll be around if you need further help. Have a good one!

1 Comment
QuickBooks Team

Re: How to record the return of sales

You can either record the return as a refund or a credit memo, UnaYang. 

 

Let me show you how to record the return through the Refund Receipt:

  1. Click the Plus (create) icon. 
  2. Under the Customer section, select Refund Receipt
  3. Enter the customer details and the return date. 
  4. Choose the Payment method and account where funds are Refunded From
  5. Select the same product/service you are refunding and enter the exact amount of the refund.
  6. Once done, click Save and close or Save and send

You can follow this help article on how to enter a Credit Memo

 

I'll be around if you need further help. Have a good one!