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We wrote a check to return an over payment to a customer. I matched the check and the customer but the credit of 375 still shows on their account. What am I missing?

 
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QuickBooks Team

We wrote a check to return an over payment to a customer. I matched the check and the customer but the credit of 375 still shows on their account. What am I missing?

I can think of one thing, Louis524.

 

The refund wasn't linked to the customer's overpayment. Let me help you fix it.

 

First, let's make sure the check is categorized to Accounts Receivables. This way, you can link it to the overpayment. Here's how:

  1. Open the check.
  2. Change the account to Accounts Receivables.
  3. Click Save and close.

Next, link it to the overpayment. Here's how:

  1. Click the New or Plus sign (+) button.
  2. Go to Receive Payment.
  3. Select the customer.
  4. Under Outstanding Transactions, select the refund check.
  5. Under Credits, select the overpayment.
  6. Click Save and close

 

 

 

Let me share the article on how to handle a customer credit or overpayment in QuickBooks Online for additional reference. 

 

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