Choose the same customer you used for the check or expense when recording the refund.Once done, you'll have to link the check to the customer's credit or overpayment so the customer's balance shows zero. Enter how much you want to refund in the Amount field.On the first line of the Category column, select Accounts Receivable.From the Payment account drop-down, choose the bank account to where you deposited the overpayment or credit.Select the customer you want to refund from the Payee drop-down arrow.If you're in Business view, follow the steps to switch to Accountant view first. Using Check or Expense to record the refund reduces your bank's balance and offsets the customer's open credit, overpayment or prepayment. To zero out the credit or the customer balance, I suggest recording a check in QuickBooks Online. ![]() That's why the examples and interface aren't the same because you're using the Online version. ![]() With this, the details shared above are the steps for QBDT users. That said, QuickBooks Desktop and QuickBooks Online accounts are two different platforms and intended to work independently from each other. With this, I'll ensure to provide some details on how to handle customer's credit.Įach QuickBooks version is designed to address specific business needs. I appreciate you for sharing information that you're using the QuickBooks Online version. Thank you for visiting the QuickBooks Community.
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