How can I convince QBSE to allow a negative invoice total? I need to process a refund.

Thanks for visiting the Community, nilpo.

Allow me to clear things out about creating a refund in QBSE and provide steps to record the transaction.

In QBSE, you can enter a negative amount on the line item. Make sure the total amount is a positive number value since it will not allow you to save if it’s a negative figure.

Since it’s a single-entry accounting, processing a refund in the program is unavailable at this time. Alternatively, manually add the transaction. Then, categorize it as personal since it’s not part of your estimated taxes.

Here’s how:

1. Tap the Transactions tab to choose the Add transaction button.
2. This will show field boxes where you can enter the refund.
   
3. Fill in each one with the correct information and categorize it as Personal.
   
4. Click Save.

Let me share the Categorize transactions in QuickBooks Self-Employed article for additional resources. It provides detailed information about income and expense categories. It also includes instructions on how to classify an entry using a mobile device or a web browser.

If the refund is already processed and your company is connected to online banking, we’ll have to exclude it. This way, it will not be added to your estimated taxes.

1. Go to the Transactions menu on the left panel to view the list of entries added to your company.
2. From there, look for the expense or refund you’re working on and click on the arrow icon to expand the line.
3. Tick the box for Exclude this transaction (this is for duplicates, reimbursements, customer refunds, and returned purchases).
4. Press Save.
   

For more insights about the process, check out the Exclude or delete transactions in QuickBooks Self-Employed guide. It outlines the complete instructions on how to remove entries on a web browser or via a mobile device. From there, you’ll find steps to delete manually added transactions.

Reach out to me if you need further assistance performing any of these steps. I’ll be glad to help and make sure this is taken care of for you. Have a great day ahead.