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Refund receipt implementation in quickbooks is not great. 1. No simple way to get a list of all the refund receipts. 2. Quickbooks doesn't match refunds to the bank

 
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Re: Refund receipt implementation in quickbooks is not great. 1. No simple way to get a list of a...

Hi, hotcookiesf.

Allow me to help you get the list of all the refund receipts and get these transactions matched in QuickBooks Online.

 

To get the list of all the refund receipts, you can pull up and customer the Transaction List by Customer report.

 

Here's how:

 

  1. Click Reports in the left panel and search for Transaction List by Customer report.
  2. Click Customize.
  3. Go to Filter.
  4. Select Transaction Type and choose Refund.
  5. Hit Run report.

 

 

 

 

After that, let's get these refunds matched.

 

Here's how:

 

  1. In the Refund Receipt screen, make sure to select the right bank.
  2. In the For Review tab, click the transaction you want to match and hit Find match.
  3. Filter the dates.
  4. Select a Refund to match.

 

 

 

You may find this article helpful: https://quickbooks.intuit.com/tutorials/lessons/refund-receipts/.

 

That's it! Hope I helped you get all straightened out today. Let me know if you have other questions about refund receipts in QuickBooks Online.