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If a customer paid for our service by credit card, is unhappy and we have decided to refund his payment, how do we do this in QBO and not using QB Payments?

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QuickBooks Team

Hi there, brian. You can use Refund Receipt to record the...

Hi there, brian.


You can use Refund Receipt to record the reimbursement via cash or check for goods or services.


Follow the simple steps below:

  1. Click the Plus (+) icon.
  2. Under Customers, choose Refund Receipt.
  3. Select the same product/service you are refunding and enter the exact amount of the refund.
  4. Fill out the necessary fields, then select Save and close.

If this is an inventory item, the quantity on hand will automatically adjust to what you have in stock after you issued a refund receipt.


For additional reference, you can check this article to learn how to refund a customer in QBO: Record a customer refund


I'm still here to help you more if you have additional questions for me. Have a good one!

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