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Intuit

Fix customer overpayment in QuickBooks Desktop for Mac

Learn how to give your customer a credit memo or refund in QuickBooks Desktop for Mac.

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

Note: The credit memo is for your customer only. It doesn’t become part of your financial records in QuickBooks.

When a customer overpays, QuickBooks saves the overpayment as available credits on their account. Here’s how to print a credit memo as a receipt to your customer.

  1. Go to Company, then select Transaction Center.
  2. On the Customers section, select Received Payments.
  3. Select the customer payment you want to print a credit memo for. This prefills their available credits info.
  4. Select the Print Credit Memo icon, then select Yes.
  5. Fill out the required fields, then select Print.

The credit memo serves as a customer refund receipt.

Create a credit memo

If a customer doesn’t have existing credits on their account, here’s how to create a credit memo.

  1. Go to Customers, then select Create Credit Memos/Refunds.
  2. Select Create a Credit Memo, or the + icon.
  3. Enter the items you're giving a credit for, then select Save.

You can refund a customer from their credit memo, or directly write a refund check to offset the amount on your Accounts Receivable. Here’s how.

  1. Go to Customers, then select Create Credit Memos/Refunds.
  2. Select the customer on the Customer:Job ▼ dropdown. You should see their available credit memo.
  3. Select Refund. This opens the Write Checks window.
  4. On the check, fill out the required info.
  5. Use Accounts Receivable as the account, then select Save.

When you’re ready, link the existing credits to the refund check. Here’s how.

  1. Go to Customers, then select Receive Payments.
  2. Select the customer on the Customer:Job ▼ dropdown. You’ll see the refund check you created, and their existing credits.
  3. Select the Apply Existing Credits? checkbox.
  4. Select Save.

You can now see the refund check on your Transaction History.

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