QuickBooks Refunds

Baked_okc · ‎January 11, 2022

I need to give a customer a refund. Can I refund from my QuickBooks account where the funds were initially received/deposited from the customer? Once I process the refund will QuickBooks send the money back to the customers credit card?

Giovann_G · ‎January 11, 2022

It's nice to hear from you, Baked_okc.

I can show you how to handle a refund for a credit card payment.

Yes, it will go back to your customer's credit card. If you use QuickBooks Payment, you can refund customers via the credit card used as long as it's within six months after the sale. I'll show you how.

Log in to your QuickBooks Payments account.
Select the Processing Tools dropdown arrow, click Reverse a Transaction.
Fill out the fields and select Search.
Choose the Invoice you want to refund.
Once done, hit Submit.

If it's beyond six months, you can provide a refund through cash or check. For more information, you can review the following articles below to learn more about refunding customers in QuickBooks Online:

Let me know if you have additional questions about the refund. We're always here to help you.

View solution in original post

Giovann_G · ‎January 11, 2022

It's nice to hear from you, Baked_okc.

I can show you how to handle a refund for a credit card payment.

Yes, it will go back to your customer's credit card. If you use QuickBooks Payment, you can refund customers via the credit card used as long as it's within six months after the sale. I'll show you how.

Log in to your QuickBooks Payments account.
Select the Processing Tools dropdown arrow, click Reverse a Transaction.
Fill out the fields and select Search.
Choose the Invoice you want to refund.
Once done, hit Submit.

If it's beyond six months, you can provide a refund through cash or check. For more information, you can review the following articles below to learn more about refunding customers in QuickBooks Online:

Let me know if you have additional questions about the refund. We're always here to help you.

Baked_okc · ‎January 11, 2022

Ok, I made an initial mistake by not selecting the correct payment method she used which is a credit card. I went back into the refund transaction to correct this and have the money refunded to the customer with my QuickBooks Account where the payment was deposited. I saved and sent to customer but how do I know this has been processed. Will it take a couple of days to return the funds to my customer?

Catherine_B · ‎January 11, 2022

Hello there, Baked_okc.

All transactions made outside needs to be recorded in QuickBooks. You can manually enter your refund while the option to create a direct transactions towards the receiving bank.

If you need help managing your customers and sales, check out this article: Sales and customers.

Don't hesitate to drop a comment below if you have other questions. I'm more than happy to help. Take care!

Topics

Training

Community

Resources

QuickBooks Refunds