Hello @pvinit,
In QuickBooks Online, you can create a refund receipt with the payment information of your customer base on the original sales transaction. Let me walk you through the steps on how to accomplish this.
- Go to the + New icon.
- Under CUSTOMERS, select Refund receipt.
- On the Customer menu, select the customer you want to refund.
- Fill out all the information using the same details from the original sale.
- Below the Payment Method menu, select the mode of payment used by your customer accordingly.
- Select an account you wish to refund the customer from.
- Click Save and close.
In addition, here's an article you can read to learn more about creating a refund for your customer: How to void or refund payments you process through QuickBooks Online?
However, I'd still recommend contacting your accountant for guidance in handling your customer's refund and for the accuracy of your accounting books. If you haven't yet, you can use this link to find a bookkeeper near you: Business is better with a ProAdvisor.
Lastly, I've also included this helpful article for the steps in creating a document showing all your customer transactions: How to send statements to show customers summaries of their invoices, payments, credits, and balance...
Don't hesitate to post again here if you have other questions or concerns with QuickBooks tasks and navigations. I'm always around happy to help. Stay safe and have a good one!
