Re: Customer refunds
Good day, Lisa-S.
Thanks for posting your concern here in the Community. Let me share a few details about issuing a customer's refund in QuickBooks Desktop.
May I know how did you process the refund? When recording a refund check to a customer, a credit memo should be created first, so you can track the sale and refund correctly.
When the customer has an overpayment, you have the option to leave the credit to be used later or refund the amount at that time.
If you chose to leave the credit and need to issue a refund, open the payment transaction and select the Refund the amount to the customer radio button, so QuickBooks will create a check.
I've attached some screenshots below, so you'll know what I'm referring to.
For further guidance, you can also check out this article: Record a credit memo or refund in QuickBooks Desktop.
That should do it. Feel free to leave a comment below if you have further questions. I'll get them answered for you.