Hello,
This works for me, it might work for you. Unfortunately Quickbooks sometime are not that much of a help and sometimes the process requested is not possible in their system.. This prosses might take time but it is a good way for record keeping. Took me a while to figure it out.
Steps to refund a check with multiple Credit Memos.
1- Print the report for the balance owed to the customer.
2- Write the check of the amount in the report,
Here you will need to put as much information in the memo for reference
- Under Account select Accounts Receivable
- Write amount
- Under Memo input as much information as needed
Enter Cm# in separated Memo lines with Amount.
- Under Customer job Enter the Customer name
- Save and close.
I put the MC# and the amount for each one.'
Now save and close.
3- Go to the Credit Memo.
4- Choose "Use credit to apply to invoice.
Here you will get a new screen with the check balance you just created.
apply the credit to all CM#
Done, Now when you pull up the CM# it will be posted as refunded and linked to the check.
