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Refunds and credits in QuickBooks Online

Candus Kampfer 33 views

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Comments

Have you found recording refunds in Quickbooks easy?
Comment from : @upliftedtales

How do you do refund if there is no invoice just the payment Out clients put 1/2 down and rest after invoiced when job is completed
Comment from : @rachelhuffer2408

If a credit memo has already been created (not a refund receipt) and I subsequently decide to issue a refund, how would I go about sending a check for the existing credit memo? Thank you so much!
Comment from : @dannorton583

Hello I have Invoice $120000, I received $60000 & Refunded it next day but there was a issue on the invoice, which open balance showing $60000 instead of $120000 May i know what could be the reason
Comment from : @jerryraju6293

That is great thank you for clarifying refunds/reversals!
Comment from : @FranCamarato

Great explanation, Thanks for your help :)
Comment from : @TheJester00069

Thank you!!!
Comment from : @crystagloss

This video on handling refunds and credits in QuickBooks Online is really helpful Does anyone know if there's an easy way to manage this process with InvoiceBerry? It’s been great for my invoicing needs, and I’m curious if it can handle refunds just as efficiently
Comment from : @SunblaKhan-lk6ol

I am new to this So what if I am issuing an actual refund check to my customer and I used the Refund Receipt approach, generated and printed the check and there is a zero balance at the bottom but in the summary window of the customer it is showing and open balance positive for that customer does that go away when the check clears? I wish QBO would make it so much more streamlined within the invoice and have a button to click to issue a refund with the accounts already chosen from what was in the invoice less clicking and opening windows is so much more fun! Thanks for your videos!
Comment from : @LesaSmith-f7s

not sure how to issue a refund when the original sale was done in a sales receipt
Comment from : @joannhughes9412

Which easier way to record ACH chargeback return transactions that shows on bank or credit card statements ? brThanks in advance
Comment from : @tkm1467

I couldn't find "Credit Memo" in the Customers menu How can I activate the "Credit Memo"?
Comment from : @MuhammadRayis-rs6sb

How can I see what customers has a credit
Comment from : @daviddiogo9129

it's the first time i come here, it is a great video, very informative can you give me your mobile number or email some questions or more personel discussion about Quickbooks
Comment from : @umairalimehrvi

How do you issue a refund if you are sending it from the businesses Line of credit? You can only choose assets from the payment account
Comment from : @AmyMyers-ux6gb

Ok so I am new to all this and trying to help my son out with his books He just decided to come for my help to file his 2023 taxes That said there is a lot I do not understand or how to actually accomplish and time is running out Please Help! So, as I go through his 1900 transactions it has become overwhelming No there is no financial possibility to pay for an accountant so here I am trying to get it done so he can file his business taxes He uses PayPal for all his transactions and this refund transactions have me in a loss I think with video I get the gest of it But now there is transactions that he received either a CC refund or cash back bonus from PayPal, how would I post that?
Comment from : @lianazerbe8752

How do I record a tax refund?
Comment from : @erwissell

How do you refund a portion?
Comment from : @constancewhite1865

I need to show a refund that was paid to me
Comment from : @SherryMoyers-s8y

Mine QBO does not automatically apply it to an invoice
Comment from : @kellybielke9902

Hello, CandusbrHow do I issue a refund to a customer from a credit memo? I have a customer that has a credit memo on file, and they would like a refund of that credit
Comment from : @daniellemaddux6449

Looks like I can't change the amount of a refund when it was processed through quickbooks payments
Comment from : @knauerpianos

Okay, so hi Candace, The refund under Invoice Total will not work when a payment was received via Quickbooks - bank (in this case it was a transfer) So, I still need to know how to apply the refund to the invoice If you can shine some light on that, I would greatly appreciate it! Thanks!
Comment from : @KathleenVerdiguel

H Candus, How are you today? I did a refund receipt We wrote a check back to the Customer Originally, he paid quickbooks online with a bank transfer The only thing that seems incomplete He accidentally paid the invoice in full with that payment He was wanting to just pay a milestone payment on the work performed thus far The Refund Receipt said Refund Successful! Yay! I can see it in the Sales area under his name The overall amount has been reduced from $19,000 to $13,000 However, keep in mind there is only one invoice in his Sales window Moreover, even though I can see the refund receipt, the payments via quickbooks, the refund did not apply to the invoice When he pays again, and I go into Receive Payments, there is NO invoice to post against? If you can, please clarify a step that I might be missing?
Comment from : @KathleenVerdiguel

Is there a good way to issue a check refund for credit memo's that have been aging? Our business is a little backwards in the sense of accounting and we often pay our clients, but sometimes they owe us It's been a huge challenge to maintain them in both the customer and vendor areas I'd like to make all of them customers and at the end of the month either cut them a check or send them an invoicethoughts?
Comment from : @kristinapicciotti9063

Thank you, thank you!
Comment from : @whisperingwindsrvpark

Great videos but you talk waaaaaayyyyyyy tooooooo fast
Comment from : @denisebowen6537

How do I do partial refund for a credit card payment? I'm able to get to the refund receipt and see how to complete a full refund but don't know how to do a partial
Comment from : @JenHartl

How do you enter a rejected or failed bank transfer payment??
Comment from : @michelleharriman7342

Thank you for making this video available, you're a life saver Although I made a huge mistake and don't understand how to link over payments and when you give them money back How does that get recorded I'm missing something
Comment from : @SabrinaScott-Porter

I have a locksmith service and only see most of my customers one time so I don't save them in my customer list How do I refund partial returns for a one time customer?
Comment from : @rodneybeliso3242

Thank you for the refund tutorial I processed the refund exactly as you described, sent the customer a copy of her refund, but the amount of the refund is now appearing as a credit, not a refund, in the customer's account That was a couple months back and today we received a new order from the same customer I charged her card for the amount due for this new order, but when I attempted to receive the payment for this new order, QB deducted the amount of the refund as a partial payment on her account, and would not accept the full $ amount I just placed on the customer's credit card
Comment from : @pomexpress

How do you credit a particular invoice when there are several unpaid invoices for the same customers that is getting a credit?
Comment from : @lauraclark6704

I like your videos If you entered a refund in QB and realized that you entered wrongly n want to cancel that transaction, will that be possible??
Comment from : @sridevikrishnam3795

It’s the first time I come here, it is a great video, I will keep watching your videos Thank you so much
Comment from : @sophiestorontolife6566

I issue my refund receipts by checks that come out of the business checking account, but the cusomer still has that amount shown as a credit on their AR report?
Comment from : @katiegreen6279

Thank you for your video I have an online transaction that I recorded as a Sales Receipt However, the customer has decided to pick-up on site and not have the product shipped No product I being returned - only shipping is being refunded Do I have to create a shipping as a dummy service to facilitate the refund?]
Comment from : @rontucker5916

Hey thanks for the video, what if a customer has an invoice with multiple payments and you want to return one of the payments It seems like the refund reduces the receivable but I just want to return a payment
Comment from : @Pace731

what if the customer was charged x2 for CC purchase in desktop version
Comment from : @christarhodes880

Super helpful, thank you!
Comment from : @purple_puffin8932

what if a customer has several credit memos and we are trying to issue one check? How do we go upon doing so?
Comment from : @Musiclovepeace0

How long it will take for costumer to receive the refund? The invoice already paid and want a partial refund I already refunded it but I dont know she will receive it I'm new to quickbooks and I just want to learn more about it
Comment from : @lifeinusa_08