Hello there, TammieMB.
Thanks for getting back to us and considering following the steps shared by my colleague. I'm joining here to help you process your customer refund with a check in QuickBooks Online.
First, we'll need to void the sales receipt paid by credit card. Here's how:
- Go to the Sales menu.
- Select All Sales.
- Open the sales receipt you want to void.
- Click More. Then, Void.
- Hit Yes to confirm.
Next, since the customer paid you with a credit card, we can create a refund right from the sales receipt. The steps below will guide you through the complete steps.
- Still, go to the Sales menu.
- Within All Sales, find and select the sales receipt.
- In the footer, select More, then Refund.
- A refund receipt opens with all of the information from the customer form automatically filled in, such as payment method, the refunding account, and customer details. Verify that everything looks correct.
- In the Payment method field, make sure to choose Check or the correct one.
- Click Save and close.
The other way around is going to the +New button and select Refund receipt. For additional details, please check this article: Void or refund customer payments in QuickBooks Online.
Lastly, the resources below help you manage your customer's data and company's income:
Feel free to post another one if you have more concerns about recording transactions in QuickBooks. We're all right here to help. Take care and have a good one!
