QuickBooks Online: Create a Refund Receipt


Open a Refund Receipt

From the + menu, select Refund Receipt to open a new refund receipt.



Choose a Customer

In the refund receipt window, choose a customer from the drop-down suggestions menu.



Select a Payment Method

Beneath your customer information, choose a preferred Payment Method from the drop-down suggestions menu to specify how you will be paying the customer’s refund.



Choose an Account

Next you’ll want to designate the account you want the refund to come from. Beneath the label marked Refund From, choose an account in the drop-down menu. This is the account you want the refund payment method to draw funds from.



Designate the Product or Service for Refund

Under the column header labeled “PRODUCT/SERVICE,” choose the product or service that you’re issuing a refund to this customer for.



Finalize Refund Receipt

Check the Amount column to ensure it’s the correct amount of refund you want to issue to this customer.



Take note of the check number. You may want to manually enter a check number (i.e. if the check number automatically generated by QuickBooks does not correspond to the number on the check you’ll be writing for this refund).



Choose Print Options

When you’re finished with the refund receipt, you can choose Print Check at the bottom of the screen or select the box beneath your check number to enable the Print Later option.



Save and Close

To exit the refund receipt window once you’ve finished, choose Save and Close.



Retrieve Refund Later

To retrieve this refund later, go to the home screen, and click Customers in the far-left tab to navigate to your Customer list.



In your Customer list, find the customer you refunded, and click on their name to open the Customer detail window.



Here in the Customer detail window, you’ll see a list of all the transactions you have on record with this customer — you’ll notice QuickBooks has automatically added the refund you just issued to this customer, as well as your previous transactions with this customer.





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