How to Void or Refund Transactions in QuickBooks Payments

This article will describe the easiest way to void or refund transactions in QuickBooks payments, this can be done through the search for the transaction is for a date, amount, and last 4 digits of the customer’s credit card number. 

Per Payment Card Industry(PCI) regulations, a refund that has been processed through a credit card is required to have an original offsetting sale before being issued. QuickBooks Payments provides a facility to process the refund under six months from the date of the sale. Once this period goes over, you can give a refund either using cash or a check.

Credit including refunds and reversals to a customer’s card performed once the batch closes will incur the same processing fees you have in the original transaction. Although, voiding or canceling the transactions(including all those that are incurred before closing the batch) will not incur the similar processing fees specified in the original transaction.

Look at the below to know how to void or refund transactions in QuickBooks Payments. These steps are manual, apply it on your own by reminding their sequence. Along with that, you must be aware of how to void or refund customer payments in QuickBooks Desktop(it describes which payments you received mistakenly and have to be refunded).

Steps to Void or Refund Transactions in QuickBooks Payments[Fully Refunded]

You can do void or fully refund transactions in QuickBooks Payments by following the simple and easy steps defined below:

  • First, you need to log in to your QuickBooks Payment account 
  • Now choose the Reverse a Transaction from the Processing Tools drop-down menu by clicking on it
  • Check out all the necessary fields and put the appropriate details
  • After that, click on the search option
  • Now simply choose the transaction(s) that you want to refund, and then click on the submit to end it.

Alternatively, A method to Reverse or Void a Sale

This method is also based on steps that you need to be followed if you want to reverse or void a sale. So now start following the steps discussed below:

  • In this step, again you need to sign in to your QuickBooks Payment as same as the previous one
  • Choose the Transactions by clicking on it, from the Activity and Reports drop-down menu
  • Now manually enter the relevant data range and then hit the Search option
  • Choose the Transaction ID or the transaction that you want to reverse
  • Pick the Reverse Void or Credit(it is up to you)
  • In the end, choose the checkbox for your willing transaction and then click on the Submit to end it

How to Partially Refund or Credit a Transaction

To partially refund or credit a transaction, you just need to go through the steps listed down. These steps are:

  • In the beginning step, again you need to sign in to your QuickBooks Payment as same as the previous one
  • Now click on the Reverse a Transaction, you will get this option inside the Processing Tools drop-down menu
  • Check out all the necessary fields and put the appropriate details. After that, click on the Search option
  • Choose the transaction, you want to refund
  • Inside the Amount filed, you will have to manually type the amount you are willing to refund and then click on the Submit
  • A message prompt will appear to you specifying are you willing to do this, you just need to choose the Continue to process a Refund. If you would like to submit another separate account then choose the Cancel option. Then you will be prompted to enter a different refund amount by clicking on the Continue to do it
  • Now you’ll be able to see a receipt of the transaction on your PC screen. Choose the E-mail or Print to get a copy of the receipt

Alternatively, A Method to Perform a Partial Refund/Credit

This method is also based on steps that you must have to be followed if you want to perform a partial refund/credit. So now start following the steps discussed below:

  • In the first step, again you need to sign in to your QuickBooks Payment as same as the previous one
  • Choose the Transactions, you will get this option inside the Activity & Reports drop-down menu
  • Now choose the Transaction ID or the transaction that you want to reverse
  • Choose the Reverse(Void/Credit)
  • Type in the amount that you want to refund then hit the Submit
  • Now you’ll be able to see a receipt of the transaction on your PC screen. Choose the E-mail or Print to get a copy of the receipt

How to Print a Receipt

To print a receipt, you are required to go through the steps that we listed below:

  • In the starting step, again you need to sign in to your QuickBooks Payment as same as the previous one
  • Choose the Transactions by clicking on it, from the Activity and Reports drop-down menu
  • Now manually enter the relevant data range and then hit the Search option
  • Identify and interrogate the transactions that you are willing to print on the list of results
  • Choose the Gear icon of your desired transaction and then click on the View Receipt 
  • In the end, click on the Print option

The Last Line

Hope we make your day by fixing your query based on how to void or refund transactions in QuickBooks Payments. Our QuickBooks Support service motive is to provide the right path by fixing your all kind of QB queries. We majorly follow two tactics to help our QuickBooks users, fix your problems by referring to our articles as well as contact our Intuit Certified ProAdvisors through the 24/7 technical error support helpline number +1-855-441-4417 to know why these problems occur and How to fix it. The thing that matters to us is to provide satisfactory results to our users. 

Thanks for visiting us and keep in contact with us for your QuickBooks issues, we welcome you at our place.

Connect With QuickBooks ProAdvisor Experts


Author: Editor Team
Wizxpert Authors & Editor team is blessed with the most qualified and experienced experts that support you with one of the best solutions for your queries related to Accounting and Bookkeeping. We are here from last 3 years in the assistance of our customers. Our main goal is to happy and satisfied viewers with our service. We are a team of 10+ members. Every member research on the unique issue and try to fetch out the relevant solutions of that particular problem. Our team always tries to get the update with every new release of Accounting and Bookkeeping solution, and also try our level best to convey that information in the very moderate form to our viewers.
callnow

Live QB Support:

+1-855-441-4417
connect with QuickBooks experts
Content is protected !!
Call Now