Allow me to welcome you here in the Community, cgordon5198. I understand that you're looking for a way to record a customer refund in QuickBooks Self-Employed.
Please note that the program does not have a built-in feature to record this type of transaction.
If you're using QuickBooks Payments for receiving customer payments, you can access your Merchant account to initiate the refund process.
Allow me to share these steps with you:
- Sign in to your QuickBooks Payments account.
- Click the drop-down list beside Processing Tools, then select Reverse a Transaction.
- Fill out the necessary fields and select Search.
- Look for the payment that you want to refund.
- Manually type in the amount you want to refund in the Amount field, then click Submit.
- A new message will appear. You'll be asked to select Continue to process a full refund. If you'd like to submit a different amount, select Cancel. You'll then be prompted to enter a different refund amount. Select Continue.
- A receipt of the transaction will be displayed on the screen. Select E-mail or Print to get a copy of the receipt.
You can also read more details about this option here: Void Or Refund Transactions In QuickBooks Payments.
If you are manually receiving payments, you have the option to either adjust the payment amount or log the refund as an expense in QBSE.
Here's how:
- Go to the Transactions menu and click Add transaction.
- Type in all the details of the refund.
- Enter the amount as a negative entry in the Amount column.
- Select a category for the refund and click Save.
Just in case you need additional guidance when working in QBSE, I'd like to share these articles with you:
Don't hesitate to reply to me if you have a follow-up or any other questions when tracking business transactions in QBSE, cgordon5198. I'd be glad to jump right back and help you again.
