Thanks for reaching out to the Community, kellyr2.
You can enter a credit memo for your customer to record their refund in QuickBooks.
Here's how:
- Use the + New button.
- Choose Credit memo.
- In your Customer drop-down, pick a customer's name.
- Enter any necessary details.
- Select Save and close.
In regard to categorizing the wire transfer transaction, you can do so from your Banking screen:
- Go to Bookkeeping, Transactions, then Bank transactions.
- Click the tile of an account you want to review.
- Access your For review tab to begin.
From the For review screen, you'll have four methods for categorizing your transaction. You can match it with an existing one, confirm paired bank transfers, add a new transaction, or view and review multiple matches.
If you're unsure of which category you should be using to categorize the transaction, you'll want to work with an accounting professional. If you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.
I'll be here to help if there's any questions. Have a great day!
