post deleted

Hello, hkg48035.

I notice that you've deleted your concern about recording a check that combines a customer refund and settlement amount. You might have found a way to record it on your end. 

Please don't hesitate to post again if you need assistance with QuickBooks. We're always available to help you.

I actually couldn't find a way to make it one check. I ended up creating the primary check number to be posted against the credit issued for the customer job portion. Then I created a second check with an identical number but on Alphabet letter a at the end and wrote that out to the customer against our settlement ledger. They're both there when I tried to put them all under the credit check it basically looked like the guy had extra money to spend it was very strange. If you have a better idea I'd love to hear it. We don't invoice our customers.

Actually I couldn't find a way to write just one check. We don't use invoicing. So I issued a credit for the customer for the job portion amount. And then I issued another bogus check to equal the difference of the settlement also to the customer. The settlement I have the right account set up for that. But when I tried to all do it under the refund it looked like he had money against the job it was a mess. If you have a better idea of what I could do I'd love to investigate it.