I'll share some information about managing your customer refund in QuickBooks Desktop (QBDT), @tabradley.
I'm glad you went into depth about what you were worried about. Don't worry, I'm here and ready to help you figure out what to do next to handle your customer's return.
Processing customer refunds using another merchant in QBDT is not possible at the moment. With this, I'd recommend voiding the transaction you created. After that, issue a refund through Check or Cash.
To void, here's how:
- Go to the Customers menu and select Customer Center.
- Open the customer's profile and find the credit memo and the credit card refund you created.
- Choose View Refund receipt and click Void Refund.
To re-create, here's how:
- Go to the Customers menu and then Credit Memos/Refunds.
- Pick the customer's name in the Customer: Job drop-down.
- Enter the products and services you need to refund, then the amount.
- Pick Use credit to give refund and select Cash or Check in the Issue this refund Via.
- Hit OK.
For more details, see this link: Void or refund customer payments in QuickBooks Desktop.
Moreover, check out the following articles below to learn more about your company's income and customers:
It was a delight to be of help to you today. If you ever find yourself in need of assistance in the future, feel free to ask for it. Keep safe always, @tabradley.
