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chris163
Level 1

How to record a refund from a secondary source? Details: I paid for a service. I was reimbursed for the service by a 3rd party, not the original vendor.

 
1 Comment 1
Kendra H
QuickBooks Team

How to record a refund from a secondary source? Details: I paid for a service. I was reimbursed for the service by a 3rd party, not the original vendor.

Thanks for reaching out to the Community, @chris163

 

Each business has a unique set up, so I suggest reaching out to your accountant. 

 

You can record a refund for a credit card payment in QuickBooks Online. 

 

Below are the steps to record a refund for a credit card payment on a sales receipt:

  1. Select the Banking tab, then choose the Receipts tab. 
  2. Open the sales receipt you want to refund the payment for. 
  3. Click on More and then Refund
  4. Go to Yes, refund my customer. 

To refund a credit card payment on an invoice, here's how:

  1. Hover over the Sales tab, and then pick the Invoices tab. 
  2. Open the invoice you want to refund the payment for.
  3. Select More, and then Refund
  4. Choose Yes, refund my customer

For more information about refunding a receipt to give partial refunds, refer back to this article: Refund a credit card payment in QuickBooks Online.

 

If you have any more questions, please don't hesitate to comment below. Have a safe and productive weekend ahead!

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