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Customer/Client paid $3,475 on Jul 2, 2024.
Was going through the bank transactions this morning and noticed a "deposit" from QuickBooks that was negative for $3,475 on Dec 11, 2024.
Client is a friend and I called him and he had no clue but said the money is back in his account and will get it back to me. He got his wife on phone and there was no chargeback or refund request or anything like that. It was very random. What could have caused this?
Solved! Go to Solution.
Everything matters, and unrecognized refunds should be promptly addressed, Pj. No worries I'm here to help you verify and check the possible reasons.
To start, let's check the changes made in your account, including who made them and when. This could helps us identify the root cause.
To verify how:
By regularly checking the Audit Log, you can maintain better control over your account and ensure everything is accurate. If you see unusual things in your audit log, you can directly contact support to provide a further explanation.
For more details, I'll be adding this article for a reference: How to view transaction changes in the audit history
Furthermore, here's the guide you can use in the future in taking note of customer's refund: Record a customer refund in QuickBooks Online .
I'm glad I was able to assist you today, Pj. You can always return here by commenting below if you have clarifications or questions concerning your random refund or other related topics. I'll make sure to respond as soon as possible. Wishing you productive and successful business operations!
Everything matters, and unrecognized refunds should be promptly addressed, Pj. No worries I'm here to help you verify and check the possible reasons.
To start, let's check the changes made in your account, including who made them and when. This could helps us identify the root cause.
To verify how:
By regularly checking the Audit Log, you can maintain better control over your account and ensure everything is accurate. If you see unusual things in your audit log, you can directly contact support to provide a further explanation.
For more details, I'll be adding this article for a reference: How to view transaction changes in the audit history
Furthermore, here's the guide you can use in the future in taking note of customer's refund: Record a customer refund in QuickBooks Online .
I'm glad I was able to assist you today, Pj. You can always return here by commenting below if you have clarifications or questions concerning your random refund or other related topics. I'll make sure to respond as soon as possible. Wishing you productive and successful business operations!
Thank you. I was able to see that my bookkeeper did something odd in the log where they were labeling the payment to a person and then edited the payment to $0, then voided it, which looks to have triggered the refund to the client. I have reached out to them to resolve the issue. Appreciate the help figuring out what the issue stemmed from.
You're always welcome, @pjdesigns.
We're happy we could assist you and help you identify the changes made by your bookkeeper. Your concerns matter to us, and we're here to ensure you have the best possible experience.
You can also match downloaded bank and credit card transactions, put them in the correct accounts, and avoid dupl... moving forward.
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