How to Issue Customer Refund in QuickBooks
                     How to Issue 
Customer Refund 
in QuickBooks?
by: Dancing Numbers
Processing customer refunds can 
be a complicated and time-
consuming task, especially if you 
are not familiar with the process. In 
this article, we will walk you 
through the steps of 
issuing a customer refund in QuickB
ooks
. We will also provide some tips on 
how to streamline the process to 
make it as quick and easy as 
possible.
How to Issue a Customer Refund in QuickBooks?
• One way is to simply write a check from your 
QuickBooks account and include the customer’s 
name in the memo field. Then, when you go to 
record the check in QuickBooks, be sure to 
mark it as a refund.
• Another way is to use the refunds feature in 
QuickBooks. To do this, go to the Customers 
menu and select Refund Customer. From here, 
you can enter in the amount of the refund and 
how you would like it to be paid out (by check, 
cash, or credit card).
How to Process a Customer Refund in QuickBooks
If you need to issue a customer refund in QuickBooks, you can follow the steps 
below. Keep in mind that you will need to have a positive balance in your 
QuickBooks account in order to process a refund.
• Go to the Customers menu and select Refund Receipts.
• Select the customer you would like to issue the refund to 
from the drop-down menu.
• Enter the amount of the refund in the Refund Amount 
field.
• If you would like, you can enter a memo in the Memo field 
describing why the refund is being issued.
• Click Save & Close when you are finished.
Contact 
Information
Web: 
dancingnumbers.com
Email: 
[email protected]