Let me guide you on how you can process a refund for your customer's bank account, Mateo08.
Yes, you can definitely refund the money directly to your customer's bank account. Credit cards and bank accounts are considered payment methods but they work most likely the same when processing refunds. You'll want to follow the steps below based on how you processed the transaction:
To refund credit card payments:
- Select + New.
- Select Refund receipt.
- Select the customer you want to refund from the Customer ▼ dropdown.
- Enter the details in the fields using the same info from the original sale. To credit back their credit card, in Payment method, select Credit card. To credit back their bank account, in Payment method, select Direct Debit.
- In Refund From, select the account you wish to refund the customer from.
- Select Save and close.
To refund payment for a sales receipt, paid invoice, or receive payment form:
- Go to Bookkeeping then Transactions then All Sales (Take me there), or go to Sales then select All Sales (Take me there).
- Find and select the sales receipt, invoice, or payment.
- In the footer, select More, then Refund.
- A refund receipt opens with all of the information from the customer form automatically filled in, such as payment method, the refunding account, and customer details. Verify that everything looks correct.
- Optionally, you can give a partial refund. Just adjust the items or amount you want to refund.
- Select Save and close.
For more information on when you can void or refund a transaction, consider reading this article for your guide: Void or Refund Customer Payments In QuickBooks Online.
In addition, QuickBooks offers a variety of reports that will show the different aspects of your business. You'll only have to customize them to make sure you're getting the information you need most: Customize Reports In QuickBooks Online.
Please get back to us if you have any concerns with refunds. As always, the Community is always open to help you anytime.
