Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Hello. Customer paid an invoice in June. That payment has been applied to the invoice and reconciled in June.
In October we received a charge back for that invoice. How to create a charge back and apply to that reconciled invoice?
Thank you.
You can process a refund for the chargeback you've received, Alenyushka. I'm here to help you through the process.
Since the payment has already been applied to the invoice and reconciled in June, you must create a credit note for the chargeback received in October. This way, you don't need to unreconciled the transaction and seamlessly return the charge back.
Here's how:
Once done, you can now issue a refund to the customer. To do so, follow the steps below:
Then, do a receive payment so the balance should be zero.
For more details about the process above, see this link: Record a customer refund in QuickBooks Online. Then click the Customer refund if the invoice has been paid section.
Additionally, you can browse through these articles about fixing issues when reconciling in QBO:
If you have any additional questions about recording refunds in QBO, please feel free to leave a comment. I'm here in the Community and would be happy to assist you!
Thank you.
Hello there, alenyushka.
Thanks for acknowledging my colleague's recommendations above. We're always delighted to help every user with their respective concerns. Please know that you can always count on us to guide you with seamlessly managing your QuickBooks company and data.
For future use, you can access these articles to help you if you encounter issues with your reconciled accounts or once you need to void or generate customer refunds:
Drop by and post again here in the Community space if you have more questions about handling chargebacks or other customer transactions in QuickBooks. We always have your back.
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here