Thanks for following this thread, @LizSnay. I'm here to share some steps on how to process a refund in QuickBooks Payments.
First off, please ensure that the transaction is still within six months from the date of the sale. Otherwise, you can refund a customer manually by using cash or check.
Sign in to your QuickBooks Payments account, then follow the steps below to process a refund:
- Go to the Processing Tools drop-down, then select Reverse a Transaction.
- Enter all the necessary details in the fields and select Search.
- Select the transaction(s) you want to refund, then Submit.
Once done, you also need to record the refund for your customerin QuickBooks Online. Then, link the refund to the customer's credit. Follow steps 1 and 2 outlined in this help article: Record a customer refund in QuickBooks Online.
For future reference, read through this article: Void or refund transactions in QuickBooks Payments. It includes an alternate method to reverse or void a sale through QuickBooks Payments account.
Visit again if you have additional concerns about this process. I'm always around here willing to help in any way I can.
