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live posh
Level 1

Can you sell items and refund items in one transaction in quickbooks online?

A customer purchased items totaling $796.61. They have since returned the items and purchased new items totaling $747.33. I went ahead and refunded in check for the difference of $49.28. I know you can refund a whole sale and then create a new sales receipt. I would like to refund the old items and sell the new items in one receipt totaling -$49.28 due to the customer.
Solved
Best answer June 29, 2021

Best Answers
Angelyn_T
QuickBooks Team

Can you sell items and refund items in one transaction in quickbooks online?

Hi, @live posh.

 

I can see the importance of recording your transactions in one receipt. At this time, you need to enter a separate entry for the refund and the new sales. I'll guide you on how.

 

First, enter a check or refund receipt for the refunded sales. 

 

  1. Sign in to QuickBooks.
  2. Go to the +New icon, then click on Refund receipt.
  3. Fill in the details, then save the transaction.

 

Then, enter an invoice or a sales receipt for the new sales.

 

  1. Select Invoice or Sales receipt from the +New icon.
  2. Enter the sales information.
  3. Save the transaction.

 

If you're using an invoice to enter the new item, here's how you record a payment: Record invoice payments in QuickBooks Online.

 

For more tips about handling your sales and other customer transactions, you can open this link: Topics about your company's income and customers.

 

If you have any other follow-up questions, let me know by adding a comment below. I'm more than happy to help. Keep safe!

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2 Comments 2
Angelyn_T
QuickBooks Team

Can you sell items and refund items in one transaction in quickbooks online?

Hi, @live posh.

 

I can see the importance of recording your transactions in one receipt. At this time, you need to enter a separate entry for the refund and the new sales. I'll guide you on how.

 

First, enter a check or refund receipt for the refunded sales. 

 

  1. Sign in to QuickBooks.
  2. Go to the +New icon, then click on Refund receipt.
  3. Fill in the details, then save the transaction.

 

Then, enter an invoice or a sales receipt for the new sales.

 

  1. Select Invoice or Sales receipt from the +New icon.
  2. Enter the sales information.
  3. Save the transaction.

 

If you're using an invoice to enter the new item, here's how you record a payment: Record invoice payments in QuickBooks Online.

 

For more tips about handling your sales and other customer transactions, you can open this link: Topics about your company's income and customers.

 

If you have any other follow-up questions, let me know by adding a comment below. I'm more than happy to help. Keep safe!

live posh
Level 1

Can you sell items and refund items in one transaction in quickbooks online?

Thank for the quick response.  I hate to hear you can’t do that in QuickBooks. 
Thank you.

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