- Step 1: Open the QuickBooks program on your computer and follow our below mentioned steps to know how to issue a refund in Quickbooks.
- Step 2: Click the Customers tab and select the Create Credit Memos/Refunds option.
- Step 3: Specify the amount to be refunded in the appropriate field.
- Step 4: Click the Save & Close button.
- Step 5: Now, the Available Credit window displays on the screen.
- Step 6: Select the radio button next to the Apply to an invoice option and click the OK button.
- Step 7: In the Apply Credit to Invoices window, select the checkbox beside the refund amount and click the Done button.
- Step 8: Click the Use Credit to tab and select the Give Refund option. This will open the Issue a Refund window.
- Step 9: Select the refund method from the ‘Issue this refund via’ drop-down menu.
- Step 10: Click the OK button in the QuickBooks Merchant Services window.
- Step 11: Go back to the Issue a Refund window and click the OK button.
- Step 12: You can see the Refunded message on the screen.
- Step 13: Click the Banking tab and select the Make Deposits option.
- Step 14: Click the OK button in the Payments to Deposit window.
- Step 15: In the Make Deposits window, click the Save & Close button. Now, you know how to issue a refund in Quickbooks.
