cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Refunding Client Overpayments

I need to refund a customer's overpayment. I went into receive payments for the first couple overpayments and there was the overpayment box on the bottom left. I was able to use that to create a check for those overpayments. However, there are still a couple credit balances that need to be refunded. When going into these transactions as I did the first few there is no box at the bottom left for overpayments.  How do I refund the remaining amount owed to a client when there is no overpayment box in the bottom left corner?

 

Solved
Best answer June 25, 2019

Best Answers
Highlighted
QuickBooks Team

Refunding Client Overpayments

Hi there, @JE3ROSS.

 

You can write a check to refund your customers for their overpayment. I’d be glad to guide you through the steps.

 

Writing a check allows you to return the money to your customer, which then shows as your expense. You can achieve this by following the steps below:

  1. Click on Banking from the menu bar.
  2. Choose Write Checks.
  3. Choose the Bank Account where funds should be taken out from.
  4. In the expenses tab, choose Accounts Receivable from the Account column.
  5. Enter the refund amount.
  6. In the Customer: Job column, choose the customer name.
  7. Click on Save & Close.

For further guidance, you can refer to this article: Record a Credit Memo or Refund in QuickBooks Desktop.

 

You may also visit our Help Articles page if you have any other questions or concerns. I’d be happy to help.

View solution in original post

5 Comments 5
Highlighted
QuickBooks Team

Refunding Client Overpayments

Hi there, @JE3ROSS.

 

You can write a check to refund your customers for their overpayment. I’d be glad to guide you through the steps.

 

Writing a check allows you to return the money to your customer, which then shows as your expense. You can achieve this by following the steps below:

  1. Click on Banking from the menu bar.
  2. Choose Write Checks.
  3. Choose the Bank Account where funds should be taken out from.
  4. In the expenses tab, choose Accounts Receivable from the Account column.
  5. Enter the refund amount.
  6. In the Customer: Job column, choose the customer name.
  7. Click on Save & Close.

For further guidance, you can refer to this article: Record a Credit Memo or Refund in QuickBooks Desktop.

 

You may also visit our Help Articles page if you have any other questions or concerns. I’d be happy to help.

View solution in original post

Highlighted
Level 1

Refunding Client Overpayments

I read the answer given to another person.  That process is way simpler than what is in the help description on Quickbooks.  They have you create a credit memo, write a check, and tie those two together somehow.  I am not a bookkeeper by training and was overwhelmed.  What is the more accurate way?  Write a check off of Accounts Receivable or the long way that is described in the Quickbooks Help?

Highlighted
QuickBooks Team

Refunding Client Overpayments

There are a couple of ways on how to record a refund in QuickBooks Desktop, @Bluebuddy.

 

Depending on the situation, the steps shared by my colleague @Alessandra_B above and what you've shared are both accurate. Although, I would agree that the quickest way of doing it is the one that you followed.

Also, we recommend reaching out to your accountant for additional advice and choose which is the best way that would apply to your situation.

 

You'll also want to customize customer, job, and sales report in QuickBooks Desktop to focus on the information that matters most to your business.

 

If there's anything else I can do for you, please let me know. I'll be around to help you.

Highlighted
Level 1

Refunding Client Overpayments

I tried these steps, but there is still a credit on the customer's account.  I've tried to go into receive payments, but I must have done something wrong because the credit was still on the customer's account.

Highlighted
QuickBooks Team

Refunding Client Overpayments

Good afternoon, @YKelley

 

Thanks for joining this thread.

 

Since the steps provided by my colleague @Alessandra_B weren't successful, I recommend getting in touch with our QuickBooks Desktop Support Team. They can help further investigate the reason why the credit is still showing on the customer account. 

 

Here's how: 

  1. Click on the Help option in the top menu, then choose QuickBooks Desktop Help
  2. Select Contact Us
  3. Enter the description of your issue, then Continue
  4. Pick either Start messaging or Get a callback
  5. Key in your contact info, then Submit

 

If you have any more questions or concerns, please don't hesitate to comment below. I'm always here to help. Have a good one!

Need to get in touch?

Contact us