How to Create A Refund Receipt In QuickBooks?

How to Create 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 a Customer

From the drop-down suggestions menu. Choose a customer.

Choose a Customer

Select a Payment Method

Below in customer information, choose a Payment Method from the suggestions menu.

Select a Payment Method

Choose the 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 to 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

Designate the Product or Service for Refund:

Designate the Product or Service for Refund

Check the Finalize Refund Receipt

Make sure the amount of refund is correct, that you want to issue to the customer. Check the Amount column to ensure.

Check the Finalize Refund Receipt

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 a refund

To see where this refund went go to your customer list. And also 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. Contact Our Intuit Certified QuickBooks ProAdvisor for instant help anywhere in the USA. Thanks for visit us.

 



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