How to record and Categorize refunds in quickbooks desktop

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SaasAnt Inc
HOW TO RECORD AND CATEGORIZE REFUNDS IN
QUICKBOOKS DESKTOP
www.saasant.com
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HOW TO RECORD AND CATEGORIZE REFUNDS
Launch QuickBooks Desktop
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• Log in to QuickBooks Desktop software.

• Access 'Customer Center.'
• Add a new customer if needed.

2
Create a New Customer

• Use 'Create Credit Memos/Refunds.'
• Select customer and items, enter refund.

3
Create a Refund Receipt

• Choose balance or refund check.
• Select payment method and account.

4
Apply the Refund
5

• Check 'Customer Balance Detail' report.

Review the Refund
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FOR MORE DETAILS VISIT
How to Record and Categorize Refunds in
QuickBooks Desktop
www.saasant.com