JoanaC
QuickBooks Team

Payments

Let me help you record a payment refund from your PayPal, @Race-MX.

 

I know recording this refund is crucial as it will affect your balance. There is one way to record this, and that would be the refund receipt. I understand that you have tried this method already. Let me guide you through recording this without selecting the sales receipt you've created. 

 

Here's how: 

  1. Go to +New.
  2. Select Refund Receipt.
  3. Select the name of your customer on the dropdown.
  4. Choose the payment method and the refund from what bank where it will deducted.
  5. Provide the product and services and the amount. If there will be a pop-up window to select any invoice and sales receipt, kindly disregard it.
  6. Click Save and Close or Save and Send.

 

Please note that these steps will only be recording the refund process. You will need to refund your customer on any form of sending money. 

 

Let me share these articles that can help you manage your payments and refunds in the future: 

 

• Void or refund customer payments in QuickBooks Online

• Record invoice payments in QuickBooks Online

• Take and process payments in QuickBooks Online with QuickBooks Payments

 

 

Keep me posted if you still have concerns about your refunds and payments. Have a lovely day, and take care.