Bingo! That works. I was going to go around the world and do a credit memo against "deposits" account, apply refund check to it, and just add $100 expense to "deposits" on the overpaid invoice, and apply the overpayment there....and began to pine for the days of working with Solomon/Dynamics SL--whew, you know it's bad! ;-) But you pinpointed the problem...the user changed the refund check's account from "Accounts Receivable" to "Refund" and that's why it didn't show up for me to apply the $100 unapplied payment to. Thank you, @qbteachmt !
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I am using Quickbooks 2015 for Mac A customer overpaid by $100. Therefore, I have a payment which shows $100 unapplied. We issued a refund check, which is showing as a Check for $100 in the Customer account, which is posting to our Checking Account and debiting an account named "Refund." But I cannot seem to find a way to connect the refund check to the $100 unapplied on the payment. I see no way to do this inside of the Customer Payment screen for that particular payment. Nor do I see a way to do that on the Check screen. Since I did not create the refund check, I am not sure how the user did it. But when I enter the payment with $100 unapplied on it, I see no way to create a refund check or credit memo there. Help? Thanks in advance!
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