How to Refund Customer for Overpayment in Quickbooks Online

How to Refund Customer for Overpayment in Quickbooks Online

In this episode, we will go over how to record and account for a refund to a customer for an overpayment on an invoice. This tutorial is a step-by-step lesson.

[Zero_Gravity]

Excellent video. I wish all instructional videos were this clear and to the point. Thank you!

[Weeho_]

2 years later, helped solve me issue. Thanks brotha! Short, simple, to the point!

[jonalizapedro]

Wow this is very simple explanation. Thank you for creating this video!

[emilycaputo]

I called QB 3 times to get the answer you just gave me - thank you!

[QinQld]

Thanks so much this was excellent. I accidentally put the bank account in the category field initially so of course it didn't work but once I corrected that to Trade Debtors (or AR) it matched perfectly. 🤩

[efservices]

Excellent video how about when is electronic payment?

[mldamian]

This was really helpfull. Thank you.
Now how do I match the bank transactions so it's not another extra expense?

[NarcisseImmigration]

what happens when you received 2 payments and the 2nd one had the over payment. client got refund by zellle and not a check

[shmuelrobinson]

I don't have the customer field on the category details. I only have Category and Description and Amount. It is not associating the check with the customer.

[TristinWurzbach]

What would do different if it was a credit card refund that was part of a batch you received from your card processor that's part of a deposit. This method won't show up in the deposit for you to reconcile.

[DeliaLeon-co]

Hi, how do I do this if I refunded via a wire, not a check.

[KarenDavidson-jf]

So how did you refund the customer their overpayment? That wasn't in the video.

[normasabins]

HI, this is great but what I have is a customer paid an invoice on 6/2020 with a check. Then sent me another check for the same invoice. On 10/2020, I deposited the check, which is sitting on the customer's account as unapplied, showing a credit balance. he would rather now have a check back than apply to an outstanding invoice. I want to send a check out to the customer. How do I do this? What steps need to be taken in QB Pro online. Thanks

[megandonohue]

The check I created is not showing up when I click back on the payment to apply it. Why would that be?