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Level 1

HOw do I reverse a wrong amount charged on a customers card on 3/10.2020

 
3 Comments
QuickBooks Team

HOw do I reverse a wrong amount charged on a customers card on 3/10.2020

Hey there, sny2inc. I'll show you how to reverse a processed payment.
 

You can issue a refund to a card in QuickBooks Online. Refunds can only go back to the same account used for the transaction and are limited to the amount of the original sale. Here's how it's done:
1. In the navigation bar on the left, use the + New button.
2. Choose Refund receipt.
3. Pick the customer you want to give a refund to from the Customer ▼ drop-down menu, then fill out the other fields with the appropriate information.
4. Elect the payment method and account you want to use.
5. Enter the product/service & amount to be refunded.
6. Select Save and close. If you want to send a receipt to your customer, hit the ▼ dropdown arrow and then Save and send.
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You can also access the Merchant Service Center to issue refunds.

Now your customer's card will be refunded for the amount you entered when processing it. Their issuing bank controls how fast the money appears in the account. It could take two to four business days or until the end of their billing cycle for the credit to arrive.
 

Here's a detailed guide I want to leave you with which provides further information about refunding card payments: Refund a credit card payment in QuickBooks Online

I'm here to help if you have any questions. Have a great day!

Level 1

HOw do I reverse a wrong amount charged on a customers card on 3/10.2020

How do I handle the Quickbooks Online side if I reversed the transaction at the merchant website?  The payment had not batched yet, so I was able to reverse it that way.  But I still have an un-applied payment in Quickbooks because the invoice got voided.   How can I get rid of the un-applied amount?

QuickBooks Team

HOw do I reverse a wrong amount charged on a customers card on 3/10.2020

Hi there, TAMMY1299. 

 

Thanks for stopping by the Community this afternoon, I'm more than happy to show you how to remove an unapplied payment, however I highly recommend reaching out to a accountant. That way you can be sure all your books are correct and exactly as you need them. 

  1. Go to the Sales menu and select Customers.
  2. Select the name of the customer.
  3. In the Transaction List tab, click the Payment.
  4. Click More at the bottom.
  5. Choose Delete and select Yes to confirm.

To reach an accountant you can check out our ProAdvisor page. You can follow that page and schedule a free consultation. 

 

If you have any other questions or concerns, feel free to post below. Thank you for your time and have a nice afternoon. 

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