How to Refund Customer for Overpayment in Quickbooks Online In this episode, we will go over how to record and account for a refund to a customer for an overpayment on an invoice. This tutorial is a step-by-step lesson.
Пікірлер: 32
@Weeho_19 күн бұрын
2 years later, helped solve me issue. Thanks brotha! Short, simple, to the point!
@honestaccgroup8 күн бұрын
Glad it helped!
@Zero_Gravity87 Жыл бұрын
Excellent video. I wish all instructional videos were this clear and to the point. Thank you!
@honestaccgroup Жыл бұрын
Glad it was helpful!
@mikemeador173Ай бұрын
Thanks. Short and sweet.
@honestaccgroupАй бұрын
You're welcome!
@QinQld11 ай бұрын
Thanks so much this was excellent. I accidentally put the bank account in the category field initially so of course it didn't work but once I corrected that to Trade Debtors (or AR) it matched perfectly. 🤩
@honestaccgroup11 ай бұрын
You're welcome! Glad it helped :)
@jonalizapedro2748 Жыл бұрын
Wow this is very simple explanation. Thank you for creating this video!
@honestaccgroup Жыл бұрын
Glad it was helpful!
@efservices40153 ай бұрын
Excellent video how about when is electronic payment?
@cmkbookkeepinginc777215 күн бұрын
Thank you!
@honestaccgroup8 күн бұрын
No problem!
@DeliaLeon-c2oАй бұрын
Hi, how do I do this if I refunded via a wire, not a check.
@shmuelrobinson31177 ай бұрын
I don't have the customer field on the category details. I only have Category and Description and Amount. It is not associating the check with the customer.
@honestaccgroup7 ай бұрын
Here are the instructions on how to turn it on kzbin.info/www/bejne/g5fanZqAit-hhpI
@NCVA-Media Жыл бұрын
Perfect! Thank you!
@honestaccgroup Жыл бұрын
Welcome!
@carolinehynes-marino69144 ай бұрын
Very helpful, thank you so much
@honestaccgroup4 ай бұрын
You're very welcome!
@user-nx8gt1mc6o10 ай бұрын
What would do different if it was a credit card refund that was part of a batch you received from your card processor that's part of a deposit. This method won't show up in the deposit for you to reconcile.
@user-pl6rt3bv3g10 ай бұрын
So how did you refund the customer their overpayment? That wasn't in the video.
@honestaccgroup10 ай бұрын
If you watch the entire video you’ll see in the example there was $2,500 overpayment. It shows how to write a check for that amount.
@mldamian4 Жыл бұрын
This was really helpfull. Thank you. Now how do I match the bank transactions so it's not another extra expense?
@QinQld11 ай бұрын
It should just match
@ivonulloa7295 Жыл бұрын
Thank you so much. You saved me
@honestaccgroup Жыл бұрын
Glad I could help!
@megandonohue7187 Жыл бұрын
The check I created is not showing up when I click back on the payment to apply it. Why would that be?
@honestaccgroup Жыл бұрын
Without looking at your books I’d say you didn’t select the payee correctly. I would search for the check and make sure you entered a payee.
@normasabins1728 Жыл бұрын
HI, this is great but what I have is a customer paid an invoice on 6/2020 with a check. Then sent me another check for the same invoice. On 10/2020, I deposited the check, which is sitting on the customer's account as unapplied, showing a credit balance. he would rather now have a check back than apply to an outstanding invoice. I want to send a check out to the customer. How do I do this? What steps need to be taken in QB Pro online. Thanks
@honestaccgroup Жыл бұрын
Here is a video for you: kzbin.info/www/bejne/fnjJm36DqrJljbc
@alisonshoobert6260 Жыл бұрын
Hi, I have a customer that overpaid by credit card on delivery and was reimbursed by petty cash by driver. How do I clear up the credit on her account? We have petty cash under bank accounts but need the procedure to record it and bring her account to zero. Thanks.