My first attempt at refund didnt work, help please - thank you

Good evening, @nexgraphics. 

Thanks for coming to the QuickBooks Community. Let's work together to figure out how to resolve this refunding issue. 

To clarify, what steps listed in this guide did you perform to get your outcome: 

Void or refund customer payments in QuickBooks Desktop

After we see what instructions you did to produce this, then we'll be able to determine the best solution for your business. I'll be back around shortly to check in on your new response! 

Honestly if I remember correctly there was a REFUND tab in the invoice itself, so I just followed those steps to create the refund, and it led me to do a check (refund check) - and I thought it was done, so I have no clue what I did wrong

Hi there, @nexgraphics.

Allow me to make some clarification on recording refunds in QuickBooks Desktop.

To enter a refund in the program, you’ll want to create a credit memo then choose to Give a refund. This is how to handle the said credit and you can easily deposit the funds. Please follow the steps below:

1. Go to the Customers menu, then select Create Credit Memos/Refunds.
2. From the Customer: Job drop-down, select your customer.
3. Enter the items you're giving credit for, then select Save & Close.
4. In the Available Credit window, choose to Give a refund.
5. Enter the necessary information, then press OK.

Once done, you can now create a refund check:

1. Go to Customers at the top menu bar and select Receive Payments.
2. From the Received from the drop-down, select the Customer.
3. Then, select 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 transfer. If you do, select Yes. The amount will be applied automatically to the invoice.
6. Choose Save & Close.

Additionally, you'll have to choose either your bank, checking, or credit card account and not through Undeposited Funds while issuing your customer a refund. This is because the payment is already recorded to any of the above-mentioned accounts.

You can check out this article for the step-by-step guide in recording your customer credit or refund: Give your customer a credit or refund in QuickBooks Desktop for Windows.

Finally, I encourage you to reconcile your accounts every month. This is to track your income, expenses, and any possible errors accordingly. You can check out this article for the detailed steps: Reconcile an account in QuickBooks Desktop.

Please don't hesitate to comment below if there's anything else I can assist you with. I'm just around to help. Take care and keep safe.

Thank you so much and that helps me for the next time, but I tried to redo same steps just to see where I was at and when I get to the customer PAYMENT SCREEN for this client, it says at the bottom "UNUSED CREDITS - $1425.00" so apparently I did something wrong, not sure how to fix it so my reports show up accurately but the client did get a check.  and its still messed up - thank you!