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August 21, 2025
Question

Partial Refund for client completed. Attempting Refund Receipt but CC not appearing

  • August 21, 2025
  • 1 reply
  • 0 views

Already successfully refunded the customer using QB Payment Accounts. Trying to create a refund receipt. Have everything completed, except I select "credit card" under Payment Method, then I have to choose "refund from" and the registered credit card is not on the list. If I return to Payment Method and attempt to switch to the actual Card used, that's not found there either. It's in my Bank accounts. It's registered as a chart of accounts. Why it's not appearing I have no idea. Please advise. I attempted to add in under Refund from and it tells me an account is already using it. No kidding, where the heck is it? Why isn't it appearing.

1 reply

JoesemM
QuickBooks Team
August 21, 2025

You're on the right path with creating a refund receipt, Andrea. Here’s some information to help you through the process.

 

Since you’ve already processed the refund through the Merchant Services account, making a refund receipt will help keep your records accurate. Keep in mind that the payment methods shown in the drop-down are for customer preference only.

 

Then, you've mentioned that the account is already added to the Chart of Accounts and a prompt message is appearing, stating that the account is already in use, you can sign out and sign back in to your QBO account to refresh the web page.

 

Once you're logged in, create the refund receipt again. If the account still doesn't appear in the Refund from drop-down menu, I suggest contacting our Live Support team. They can look into this further and assist you in creating the refund receipt seamlessly.

 

If you have additional questions regarding customer refunds, please feel free to reach out again. We're here to assist you.