Record a credit memo or refund in QuickBooks Desktop for Mac

Learn how to create a credit memo or refund and apply it to a customer in QuickBooks Desktop for Mac.

Create a credit memo or issue a refund check when you need to return money to your customer. Choose the option that fits your needs.

Create a credit memo

1. Select Customers and then Create Credit Memos/Refunds.
2. Enter the info for the credit memo or refund. Then select Save.

To edit an existing credit memo:

1. Select Company and Transaction Center. Then, Credit Memos.
2. Select a credit memo from the list on the left panel. Edit the info and select Save.

Write a refund check

When you need to refund a customer, create a credit memo first, then write the refund check.

1. Open the credit memo you want to use for the refund.
2. Select the Refund icon.
3. Make sure all the info on the check is right. Use Accounts Receivable for the account in the detail area and select Save.
4. Select Customers and then Receive Payments to link the check to the payment.
5. Select your customer. You'll see the amount of the credit in the Existing Credits field and the refund check at the bottom section of the window.
6. Select Apply Existing Credits?
7. Enter the amount in the Payment column and select Save.