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Replying to:
cambreco
Level 3

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Wait a minute, @EmilyLaney. I want to make sure we're on the same page here. I see what you see. There are two halves of the screen. There is step 1 (the top half) which is a search feature and there is step 2 (the bottom half) which is the search results that show transactions.

 

The process I've experienced is that you fill in step 1, the search field, and press search. Then, you select a transaction at bottom and press submit to reverse the entire transaction (which I've mistakenly done TWICE because instructions are not clear, including the screenshot provided by the QB support team).

 

So far, what I'm gathering you explain is this:

  1. Use the step 1 section, the search, to find transactions.
  2. Use the step 2 section to select the checkbox next to the transaction you want.
  3. Go back to the search field and fill in the amount box in the search section??!

 

Am I understanding this correctly? You were able to refund partial amounts by changing a box in the search field?

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