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gmdefilio
Level 1

Quickbooks Online

Hi - I need help.  Our organization uses QB Online.  We have to accept credit card payments via a 3rd party website for our hockey program.  Therefore, I have to record all credit cards payments manually.  A customer made a payment on their invoice by mistake.  I refunded their credit card payment through the 3rd party hockey program.  I need to record this refund in QB.  How do I do this and show the correct invoice balance?

Solved
Best answer October 22, 2020

Best Answers
AlexV
QuickBooks Team

Quickbooks Online

Hi there, gmdefilio.

 

Let me show you how to record refunds in QuickBooks Online.

 

We can use the refund receipt for the refunds. Then, we can recreate the invoice to show the correct balance. You can follow these steps:

  1. Go to the + New button and select the Refund receipt.
  2. Select the Customer and the bank you deposited the payment under the Refund From drop-down.
  3. Enter the details needed, then select Save and close.

You can also check these articles for more details:

Post again here if you have more questions. Stay safe!

View solution in original post

1 Comment 1
AlexV
QuickBooks Team

Quickbooks Online

Hi there, gmdefilio.

 

Let me show you how to record refunds in QuickBooks Online.

 

We can use the refund receipt for the refunds. Then, we can recreate the invoice to show the correct balance. You can follow these steps:

  1. Go to the + New button and select the Refund receipt.
  2. Select the Customer and the bank you deposited the payment under the Refund From drop-down.
  3. Enter the details needed, then select Save and close.

You can also check these articles for more details:

Post again here if you have more questions. Stay safe!

View solution in original post

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