How to Refund a Customer in QuickBooks Desktop

In this QuickBooks tutorial you will learn how to refund to a customer in QuickBooks Desktop.

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Timestamps
00:00 - Intro
00:29 - Creating an invoice
01:40 - Create Credit Memos - Refunds
02:36 - Give a refund
03:31 - Viewing the customer information
03:55 - Creating a second invoice
04:52 - Retain as an available credit
05:15 - Use credit to give refund

#quickbooksdesktop #bookkeeping #quickbookstutorial

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[gloryb-tv]

Your video is SO helpful! I've been using QB for years and no one has ever requested a refund. My transactions were through Paypal, so a one other tweak. All good. Thank you!

[life-tzrg]

Create invoice
Apply payment
Create credit memo for refund.

[dirtybristleschimneysweep]

very clear and concise examples. Thank you. My credit memo has been issued AND a check shows for the refund. HOWEVER, the "balance total" on the customer does NOT read 0.00. How is the credit memo/check NOT applying?

[rkhyami]

Thanks for the video. Wonderful ~ short and straight to the point. Can I kindly ask for your thoughts on a situation. In my situation, I receive payments against Undeposited funds. I complete the deposit once the merchant (Amazon, etc) cut me a check. how do I deal with a situation when I complete a sale, received funds, the customer return via merchant (Amazon) and I need to reflect the deduction from the deposit? Shall I in this case ally the credit to invoice?

[edwardalexanderpiaggi]

I do all these steps but at the moment of generating the statement, I still have the amount to be refunded in negative numbers in the balance. What I want to do is get the balance to 0 and I don’t know how