Thanks for joining the thread, @tamtaxandbooks.
Allow me to jump in and help you with this process.
Before we proceed, can you verify if you're trying to record a refund from a vendor? If yes, I'll share with you some steps to accomplish your task in QuickBooks.
Since the above steps only work for your husband's account, I'd recommend running some troubleshooting steps to address the issue.
To start, delete and recreate all of the transactions you've made when recording the refund. This will help us verify if the problem exists within the system.
For further steps, follow these articles:
If you're still getting the same result, there might an issue with your current browser. Sometimes too much cache accumulated in a browser can cause unexpected behavior with the product.
To isolate the issue, open your account in a private window. Simply press the following shortcut keys to open this mode:
- Ctrl + Shift + N (Google Chrome).
- Ctrl + Shift + P (Firefox).
- Control + Option + P (Safari).
Once done, log in again to QuickBooks and check if you're able to successfully record the vendor refund. If yes, go back to your regular browser and clear its cache. You can also use another supported browser as an alternative option.
If the issue persists, contact our QuickBooks Online Support to report the problem. This way, they can check your account and provide you with further help to record your transactions.
For more information about applying for credits, check out this article: Enter a credit from a vendor.
Get back to me if you have other concerns about recording a refund. I'll be around to answer them all for you. Keep safe and have a good one!
