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Level 1

Issue a refund for a credit memo with Quickbooks Online

I have a customer with a credit memo and they have asked us to issue a check for the balance. I can't figure out how to match the check with the memo so the customer has a zero balance. 

1 Comment
QuickBooks Team

Issue a refund for a credit memo with Quickbooks Online

Hi @swband,


You can record a refund to your customer using Check to offset the customer’s open credit. Let me show you how.


First, record the refund check:

  1. Select Plus icon (+).
  2. Under Vendors, choose Check.
  3. In the Account/Category column, choose Accounts Receivable.
  4. Enter credit amount in the Amount column.
  5. In the Customer column, choose the customer.
  6. Select Save and close.

Next, pair the Check with the credit memo.

  1. Select Create (+).
  2. Under Customers, choose Receive Payment.
  3. Fill out the following fields: 
    Payment Method
    Reference No.
    Deposit To
    Memo (Optional)
  4. Under Outstanding Transactions, select the check that you created.
  5. Under Credits, select the unapplied credit memo..
  6. Make sure Amount Received is zero.
  7. Select Save and close.

Please check this article for more details: Record a Customer Refund.


If you have other concerns, please post again. I’m always here to help.

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