Issuing a Client a Refund in QuickBooks Online


1: Click on the Quick Create (plus sign) in the upper right corner of the screen.
2: Click on Refund Receipt under the column called Customers
3: Fill in the refund receipt

  • Customer name
  • Refund date
  • Payment method (for the refund, not how they paid you)
  • Source of the funds (ie your checking account, petty cash)
  • Check number, if applicable
  • Product or service being refunded
  • Quantity of products/services being refunded
  • The cost refund amount for each product/service

Select save and close (or save and new)



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