How to Create A Refund Receipt In QuickBooks – Intuit

How to Create A Refund Receipt In QuickBooks – Intuit

Creating a Refund Receipt in QuickBooks

It’s never fun to have a customer return a product or say they’re dissatisfied with your services but it happens when you need to give one of your customers a refund. You’ll be recorded in QuickBooks as a refund receipt open a refund and choose the customer you’re giving a refund to choose how you’re going to pay this refund this time.

Open a Refund Receipt

QuickBooks as a refund receipt

Choose account you want the refund

Now choose which account you want the refund to come from will choose the checking account to choose the product or service you’re giving this customer the refund for check the amount make sure it’s the amount of refund you want to give this customer so Choose a customer + Select a payment method + Choose an account + Designate the product or service for refund + Finalize refund receipt

Account for QuickBooks refund

Choose Print Options

When you’re finished with the refund receipt click print now or print later to print it out or enter the check number if you wrote this refund check by hand then click Save and close

QuickBooks help and assistance

Choose customer list for refund

To see where this refund went go to your customer list and choose the customer you refunded look at the list of transactions for this customer you’ll see the refund QuickBooks automatically add the refund to your customer’s records.

Choose customer list for quickbooks refund

Now it’s your turn. Try creating a refund receipt. So you’ll be prepared if you ever have to give a refund. And we are always with you for any assistance related to QB. Our toll-free QuickBooks Customer Support Phone Number is available 24/7 for QuickBooks users.

 



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