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I have some customer that e-transfer deposits and when I invoice them they have overpaid so I e-tranfer the refund back to them. What is your suggestion on how to post this so that I am able to reconcil the bank

 
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Moderator

I have some customer that e-transfer deposits and when I invoice them they have overpaid so I e-tranfer the refund back to them. What is your suggestion on how to post this so that I am able to reconcil the bank

Hi @LPY123,

 

Thanks for reaching out!  I'd like to get a little more information on your situation.  Are you using merchant services through QuickBooks to process these transactions?  When you say you're doing an e-transfer to refund them, is this through our system or through another provider?  I just want to make sure I get the full picture to make sure I take you down the right road.

 

Thanks,

Lucas

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Level 1

I have some customer that e-transfer deposits and when I invoice them they have overpaid so I e-tranfer the refund back to them. What is your suggestion on how to post this so that I am able to reconcil the bank

I am just accepting and sending e-transfers through my bank, the posting my payments in QB but when I reconcile the bank in QB with I dont put the full deposit in it does't match, then I don't know how to put the refund into QB.

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QuickBooks Team

I have some customer that e-transfer deposits and when I invoice them they have overpaid so I e-tranfer the refund back to them. What is your suggestion on how to post this so that I am able to reconcil the bank

Hey, @LPY123

 

Thanks for coming back to the Community. To provide you with the best answer to your question, can you gather some screenshots of the issue at hand? Once I've received this information, I'll be able to visually look into the issue and be able to determine the best route for your unique business. In the meantime, you can check out a few of the links below to see if they can help you out with your problem. 

I want to make sure that we're able to get this resolved as soon as possible. I'll be waiting for your response. 

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