Tag Archives: refund

Issue Overpayment Refund in QuickBooks Desktop

Here are instructions to receive a customer overpayment then issue a check refund for the resulting credit balance using QuickBooks Desktop. Note: This is not the same as creating a credit memo. Menu: Go to Customers>Receive Payments. Choose the customer in the “Received From” field. Fill in the Payment Amount. Be sure to choose an

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How to Issue a Customer Check Refund from a Previous Overpayment in QuickBooks Online

1. Go to the vendor check-writing feature in QuickBooks Online. 2. Choose the customer name as the Payee name. 3. Choose “Accounts Receivable” as the Category. 4. Type in the overpayment amount to be refunded. 5. Click on “Save and Close”. 6. Next, go to the customer profile to actually apply this check payment refund

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