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Join nowA pleasant day to you, @ajayfoto.
I'd like to ensure that your records are accurate. To track the refund for your customers' deposit, I suggest processing this using a check or an expense. This way, your books will be recorded correctly.
Let's go ahead and record the refund first. Here's how:
Once done, you may now link the refund with the customers' payment to zero out the amount.
To do that:
To give you more details about this process, please see this link: Record a customer refund in QuickBooks Online.
To add up, here are some resources that you can use on your future transactions about refunding a credit card payment and handling customers' credits:
Know that I'll be right here to help if there's anything else you need. Just let me know by leaving a reply below. Take care always, Ajay!
Thank you! I did this and I suppose I don’t understand the math. Do I void my invoice afterwards since transaction is cancelled? So it doesn't think I have payments I should be receiving? Is there live help available to see what I am doing? Thank you!
Thanks for getting back to this thread, @ajayfoto. Let me provide you insights regarding your concern.
There's no need for us to void the invoice since you've already created a refund for this transaction. However, you can void it if you didn't create a refund yet as long as you've already maid an internal agreement with your customer.
For your second concern, we have available agents online. You can reach out to them if you need any further live assistance. Here's how:
To ensure we address your concern on time, check out our support hours.
Don't hesitate to tag my name in the comment section below if you have other concerns or questions. The QuickBooks Community Team is always ready to provide you a 24/7 assistance.
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