matched invoice payment at the same time a credit card refund processed?

Good day, Texas Captain. 

I’m here to share info about processing refunds in QuickBooks Online.

You can use the Refund receipt feature when your customer asks for a refund for items or services. I'll show you the steps:

1. Select + New button, then choose Refund receipt.
2. Select the customer you want to refund.
3. Enter the date.
4. Choose which payment method and account you wish to refund the customer from.
5. Add the special order in the Product/Service column.
6. Press Save and close.

Check out this guide for more information: Record a customer refund in QuickBooks Online.

Moreover, with refunds or return transactions, you may incur a fee depending on your pricing plan and transaction type. For further details, check out this article: Understand fees for refunds or void transactions.

Fill me in should you need further assistance with this refund process. The Community team will always be here to help. Have a great day ahead!

thanks.  However, I have already refunded the credit card charge through Merchant Payments.  Will adding a Refund Receipt show up as refunding it twice?  Or worse, send the customer a duplicate refund?  Or will it give me something to match against the bank transaction?  Or do I need to delete something?

Good day to you, Texas.

I appreciate you getting back on this thread and providing an update. I'll chime in and share some additional information about your query about managing your refund.

Beforehand, creating a refund in the credit card charge through QuickBooks Merchant Services won't cause duplicate in QuickBooks Online. As provided by my colleague above, we can utilize the Refund receipt feature and match your bank transaction.

To match a transaction, here's how:

1. Go to the Banking menu and select the For Review tab.
2. Find a downloaded transaction with the Match option in the Action column.
3. Review the Matching records found in QuickBooks.
4. Select the link next to each match to get more details.
5. Ensure this is the correct match. In particular, review the Deposit to, Payment method, and Bank account fields on forms for the existing transaction in QuickBooks.
6. If this is the correct match, close the open transaction.
7. Select Match.

For more details about this process, please review this handy article for your guide: Categorize and match online bank transactions in QuickBooks Online.

Moreover, you can also check out these resources here to help you reconcile your account flawlessly for future reference:

• Learn the reconcile workflow in QuickBooks
• Reconcile an account in QuickBooks Online

I'm always ready to assist you if you have questions or concerns about managing your bank transactions. Tag me in your reply, and I'll sprint back into action. Have a good one, and keep safe.