Record a customer refund in QuickBooks Online

Learn how to refund a customer.

If you need to return your customer’s money, don’t worry. Here’s how to record a refund based on various scenarios. This ensures your books are up-to-date.

Refund for goods or services that didn’t satisfy the customer #

You can use refund receipts if a customer asks for a refund for an item or service. If they used a credit card, learn how to refund a credit card payment.

Note: To avoid a double refund, make sure you didn’t enter a credit memo yet.

  1. Select + New.
  2. Select Refund receipt or Give refund.
  3. Select the Customer ▼ dropdown, then select the customer you want to refund.
  4. Select the Refund From ▼ dropdown, then select the bank you deposited the payment for the invoice to.
  5. Add all products or services the customer returned in the PRODUCT/SERVICE column.
  6. Make sure to fill the service date, quantity, rate, amount, tax, and other fields accordingly, then select Save and close.

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