In order to record processed credit refund by Merchant Credit Card account to a Customer, first create “Refund Receipt” to a customer.
From Home page screen
- Select “+” sign (top middle section)
- Select “Refund Receipt” under Customers heading
- Select Customer and enter necessary information
- Select “Undeposited Funds” as Refund From (IMPORTANT)
- Save
- See screenshot photo for reference.
Second entry is to record refund credit from Undeposited Funds to bank account.
From Home page screen
- Select “+” sign (top middle section)
- Select “Bank Deposit” under Other heading
- Select “Select Existing Payments” checkbox to match Deposit Total Amount with the bank deposit.
- Save
- See screenshot photo for reference.
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