How do you issue a dollar amount credit on a customers account

You can just issue a credit memo

1) Go to Sales

2) Go to Customer > Select the Customer

3) New Transaction dropdown > Select Credit Memo

4) Enter the dollar value of your credit

Once saved, this will show up as a negative balance.

Welcome to the Community space, @linda-farm-a-yar.

Before anything else, I'd like to know if you want to transfer real money or just record the transaction in QuickBooks Self-Employed (QBSE). Let me share more info about this.

Please know that QBSE only records and categorizes self-earned income. If you want to record a credit you'll give to your customer, you can perform this in the Transactions section. Here's how:

1. Go to the Transactions tab.
2. Click the Add transaction in the upper right corner.
3. Enter the Date, Transaction name, Amount, Notes (optional), and Receipt if there's any.
4. Once done, click the Select a category tab below the Category and Tags and choose.
5. After that, Save.

For more info, you can read this article: Manually add transactions in QuickBooks Self-Employed.

The amount in dollars will show automatically if this is your home currency. On top of that, I recommend reaching your accountant to record this transaction to guide you in placing the transaction into to correct account.

If you're referring to issuing money in dollars amount to your customer's account, you can perform this outside QBSE. Then. save the details and receipts for recording purposes.

For more info about categorizing expense transactions, check out this article: Schedule C and expense categories in QuickBooks Solopreneur and QuickBooks Self-Employed.

Click the Reply button below if you have additional questions about managing your money transactions in QBSE. We'll be willing to help you. Take care, and have a good one.