ZackE
Moderator

Payments

Thanks for getting in touch with the Community, MikahKreko. I appreciate your detailed information.

 

You can record a refund in QuickBooks from the Create Credit Memos/Refunds screen. Initially you'll need to create a credit memo.

 

Here's how:
 

  1. In your top menu bar, go to Customers, then Create Credit Memos/Refunds.
  2. From the Customer:Job drop-down list, choose a customer.
  3. Specify which items you're giving a credit for.
  4. Select Save & Close.

 

In your Available Credit window, pick Give a refund and click OK. You can issue the refund in cash or a check. If your customer used a credit card, you can refer to our Void or refund customer payments article.

 

In the event you refunded your customer with cash or a check, you can refer to Option 2: Give a refund section in our Give your customer a credit or refund article.

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Thursday!