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Dancing Numbers
Dancing Numbers 27 Aug 2021
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QuickBooks Credit Card Refund: Enter and Process in QuickBooks Desktop/Online

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⁣Welcome to the video, which talks about credit card refund in QuickBooks. For more go through with video: https://www.dancingnumbers.com/quickbooks-credit-card-refund/?utm_source=youtube&utm_medium=video&utm_campaign=yogesh

You can refund the payment to the customer for a paid invoice or a sales receipt. So the partial payment can also be initiated to the customer according to the requirements.

There are some requirements that you must know about before processing the QuickBooks credit card refund process. These requirements are as follows:

The refund can be initiated up to the amount of the sale that is original but not more than that.

The credit card refund can be issued within 180 days of the sale that you have done to the customer.

Credit Card Refund for Sales Receipt

☑ Open QuickBooks Online
☑ Click on the New button
☑ Select the option Refund receipt
☑ Hit on the drop-down arrow of the customer field
☑ Choose the customer to whom you want to refund the credit card
☑ You have to Add the Details
☑ Now forms the section Refund from, you have to choose the payment method and also the Account
☑ When you are done with all the above steps, then click on the Save and Close button.

Credit Card Refund For Paid Value

☑ Open the QuickBooks Online in to the browser
☑ Click on the New button
☑ Choose the option Refund Receipt
☑ Click the Customer drop-down arrow
☑ Choose customers and add the details
☑ Select the payment method from which you are going to pay the refund of credit card
☑ Click Save and Close button

Send a partial Refund

☑ Click on the New sign
☑ Select the Refund Receipt option
☑ Click and drop-down arrow of the customer field
☑ Enter the details in the customer
☑ In the end, click on the Save and Close button

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About Dancing Numbers

Dancing numbers is a platform where you can make your work easier with our services of importing, exporting, and deleting the data in your QuickBooks account easily.


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