Can I refund an invoice

I know a way to handle this refund transaction to ensure your books remain intact, @maineeventrental.

At this moment, there’s no native way to process a customer refund in QuickBooks Self-Employed (QBSE). You’ll want to delete the paid invoice and exclude the associated transaction in your bank feeds to get this task accomplished.

You can follow the steps below to do it:

1. Open your QBSE account.
2. Go to your Invoices menu.
3. Locate the invoice.
4. From the dropdown menu under the Action column, select Delete.
   

Once the entry is downloaded, click it and press the Exclude icon.

If you want to personalize your invoices and create new transactions using a receipt image, refer to these comprehensive resources for detailed instructions:

• Create invoices in QBSE
• Record or attach expense receipts

If you need additional help managing your unpaid or paid transactions in the program, feel free to respond to this thread or start a new post. I’m always available to assist you.