Record a refund to your customer with the Check or Expense option. This reduces your bank balance, and it offsets your customer's open credit, prepayment, or overpayment.

In this video, we’ll show you exactly how to refund a customer in QuickBooks Online, step by step!

Mar 10, 2025 · From the Create option, click on Check or Expense. Select the customer you want to process the refund for, from the Payee drop-down list. Now select the bank account of the customer …

Apr 14, 2025 · In QuickBooks, select New > Check in the top left of the screen. You should select the check option even if you're refunding a credit card. Fill out the customer you're refunding and the …

Recording customer refunds in QuickBooks Online helps maintain accurate records. This ensures that refund issues are handled promptly and correctly, ultimately increasing customer trust and satisfaction.

Select the customer, then the credit and the invoice. If a credit balance remains from the overpayment, you can apply it toward another open invoice by selecting it.

Select the Customer dropdown, then select the customer you want to refund. Select the Refund From dropdown, then select the bank you deposited the payment for the invoice.

If you have QuickBooks Payments, you can refund a customer who has already paid an invoice with a credit memo. Then, you create an expense to issue the refund, and link the two transactions.

Sep 2, 2024 · To process a refund in QuickBooks Online (QBO), it's important to note that there are various scenarios and specific processes that may apply. I'd gladly walk you through the detailed …

When you issue a refund (with a or cash) to a customer, you can enter a refund receipt for your records. You don't print or send the refund receipt; however, you can print the associated refund automatically.