I appreciate you continued the discussion, Deb067. Yes, you can proceed to Step 2, as detailed by my colleague, Irish. In the next phase, you need to connect the printed check to the Receive Payment section within the system. Allow me to guide you through this process, complete with screenshots to help illustrate each step clearly:
- Proceed to the Customer menu and click Receive Payment.
- Select the customer's name from the Received dropdown menu.
- Input the payment amount (refund amount), verify the date, and select the payment method.
- Choose the invoice to pay and add any Discounts or Credits.
- Apply Credits, then select Done.
- Select Save and Close.
For more help in processing customer refunds, please see the article: Give your customer a credit or refund in QuickBooks Desktop.
Moreover, to effectively track your sales and expenses, utilize predefined customer, job, and sales reports. For guidance on tailoring these reports to meet your business needs, refer to: Customize customer, job, and sales reports in QuickBooks Desktop.
If you have any questions or concerns about a customer refund, please feel free to reach out by clicking the reply button below. Our Community is always ready to assist you, providing comprehensive information and support to ensure you have all the necessary details.
