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justin_dev
Level 2

Refunds

Can I return an arbitrary amount to a customer as a refund? Because with credit memos and refund receipts it requires line items associated with the refund, and requires the line items to equal the total refunded amount. For example, I just want to give a $100 refund with no items associated with it. Thanks

Solved
Best answer October 20, 2020

Best Answers
Ryan_M
QuickBooks Team

Refunds

Hi @justin_dev,

 

I'll walk you through on how you can process a refund using an Expense or Check transaction.

 

Follow these steps:

 

  1. Go to the + New menu.
  2. Select Expense or Check.
  3. Choose the customer in question under the Payee drop-down menu.
  4. From the Payment account drop-down menu, pick the bank account where the amount you wish to refund is deposited. 
  5. Enter Accounts Receivable under the Category column.
  6. Type in how much you want to refund under the Amount field.
  7. When done, press Save and close.

You'll then have to link this refund to your customer's credit.

 

Here's how:

 

  1. Click the + New menu.
  2. Select Receive payment.
  3. Choose the same customer used from the transaction above. 
  4. Under the Outstanding Transaction section, tick the box next to the Expense or Check created earlier.
  5. Ensure the payment is equal to the open balance, then press Save and close.

If you have QuickBooks Payments, I suggest you open this article: Void or refund customer payments in QuickBooks Online. It shares reasons when to void or refund a transaction, along with the steps on how you can do so. 

 

Have other questions in mind? Place them below, and I'll get back to you as soon as I can. 

View solution in original post

1 Comment 1
Ryan_M
QuickBooks Team

Refunds

Hi @justin_dev,

 

I'll walk you through on how you can process a refund using an Expense or Check transaction.

 

Follow these steps:

 

  1. Go to the + New menu.
  2. Select Expense or Check.
  3. Choose the customer in question under the Payee drop-down menu.
  4. From the Payment account drop-down menu, pick the bank account where the amount you wish to refund is deposited. 
  5. Enter Accounts Receivable under the Category column.
  6. Type in how much you want to refund under the Amount field.
  7. When done, press Save and close.

You'll then have to link this refund to your customer's credit.

 

Here's how:

 

  1. Click the + New menu.
  2. Select Receive payment.
  3. Choose the same customer used from the transaction above. 
  4. Under the Outstanding Transaction section, tick the box next to the Expense or Check created earlier.
  5. Ensure the payment is equal to the open balance, then press Save and close.

If you have QuickBooks Payments, I suggest you open this article: Void or refund customer payments in QuickBooks Online. It shares reasons when to void or refund a transaction, along with the steps on how you can do so. 

 

Have other questions in mind? Place them below, and I'll get back to you as soon as I can. 

View solution in original post

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