Hi Anna - Thank you very much for your guidance and the step by step instruction.  Let me throw a wrench into this by supplying additional information that perhaps I should have included before.

(1) Whereas your example assumes the original purchase of $212.35 was made by credit card, in actuality we used our Debit card and therefore our cash balance in the bank immediately decreased by $212.35 so I assume the "Credit Card Credit" screen would not be where I book the refund.

(2) When booking our expenses, not only do we tag each expense under "Customer/Project", but we also use the Item Details and not the Category Details.

Overall, if there is an equivalent screen to Credit Card Credit that can be used for refunds that are made to our Debit Card (our Bank Account) then this would be exactly how I would like to book the refund.

I've attached a picture of how we book our expenses if it is of any help.  Thanks so much!