Quickbooks online refund policy

We hope you don’t have to do this often, but sometimes you need to return money to customers.

How to issue a partial refund in quickbooks online

Here’s how to do it.

You work hard creating the products and services you sell. So it’s disappointing when someone wants their money back. Sometimes it has nothing to do with the quality of the item you sold them. Maybe you sent the wrong size or color, or someone paid for a service upfront and decided to cancel it.

How to refund a credit in quickbooks online

Customers just change their minds sometimes, too.

If you don’t have a firm return policy—and we hope that you do—you may have to go through the process of giving them their money back. QuickBooks provides the tools you need to issue credit memos and refunds.

Let’s take a look at how this works.

Dealing with Customer Credits

You can’t just write checks to customers to give them refunds. You need to do the required bookkeeping in QuickBooks so there’s a record of the activity.

You’ll have three ways to deal with the credit:

●       Retain the funds in the customer’s account as an available credit,

●       Issue

how to issue a refund in quickbooks for overpayment

how to issue a refund in quickbooks desktop for overpayment