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Level 1

How do I reverse item originally processed as a credit that inadvertently got changed to a charge?

 
1 Comment
QuickBooks Team

How do I reverse item originally processed as a credit that inadvertently got changed to a charge?

Hello jsydnor,

 

I'd be glad to help you out by sharing possible scenarios I could think of.

 

Are you referring to a transaction that was entered incorrectly? If so, I can show you the steps on how to delete or void the transaction.

 

Here's how:

 

  1. Find and open the transaction.
  2. Select More, then choose Void or Delete.
  3. Click Yes to confirm voiding or deleting the transaction.

You can also void and delete a transaction from the All sales.

  1. On the left panel, select Sales, then choose All Sales.
  2. Go to the Action column and select Void or Delete from the drop-down.

Please feel free to read this article for your reference: How to Void or Delete an Invoice or Other Transactions.

 

But if you're trying to process a refund, you can follow these steps to record it in QuickBooks Online.

  1. Click the Plus (+) icon, select Refund Receipt.
  2. Choose the customer.
  3. Select Payment Method.
  4. Choose an Account.
  5. Choose the product or service you're issuing a refund.
  6. Enter the correct amount.
  7. Click Save and close.

You can also read this article for your reference: Create a Refund Receipt.

 

Feel free to leave a comment below if you're referring to something else or if you have any other questions. Have a blissful day!

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