Trish_T
QuickBooks Team

Other Questions

Hi KerriHaughian,

 

Thanks for reaching out here.  QuickBooks Online enables you to record your sales tax refund with confidence and keep your account aligned.  I'd be glad to show you how!

 

To record the refund, follow these steps;

 

1. Open Taxes and then Sales tax from the left menu

2. Select the Filings tab and All returns from the drop-down list

3. Choose Record payment from the drop-down in the Action column

4. Select the appropriate Payment type

Note; Select Payment if the number is positive and Refund is if the number is negative

5. Enter the Payment date for which you paid the CRA or Revenu Québec 

(Optional) Use the Memo to include anything you want to remember about this payment

6. Once the payment is recorded, you'll see it in your Account History 

Here's a helpful guide for your reference.

 

Please don't hesitate to contact us if you require additional assistance.  Your time is valuable and it would be a pleasure to work with you directly, to ensure you're able to accomplish your Sales tax goals as soon as possible.

 

If you have any other questions, please feel free to reach back out.  We're here for you!