H Candus, How are you today? My answer is yes, it is easy on the basic refunds that Quickbooks allows. But, today, when I was trying to refund from the associated Invoice, I went to Payments Made, Under Invoice Total, selected More, then Refund...Quickboooks says they are working on improving this process, but it will not work when a payment was received via Quickbooks - bank (in this case it was a bank transfer) So, I still need to know how to apply the refund that I made via a check can be applied to the invoice? If you can shine some light on that, I would greatly appreciate it! Thanks!
Hi Fran, Thank you for reaching out. I'm so happy that you loved our tutorial 💓 To learn more about how to navigate QuickBooks, I recommend checking out our Confidence with QuickBooks program. You can learn more by attending our Customizing QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Thank you for sharing your personality. Makes learning more fun. How do I link the refund to the invoice? Qb says... Keep your payments and refunds organized If this payment is related to an existing invoice or sales receipt, select the invoice or sales receipt from All Sales and process your refund there.
Hi Eddie, Thank you for watching our videos. 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
Thank you for the refund tutorial. I processed the refund exactly as you described, sent the customer a copy of her refund, but the amount of the refund is now appearing as a credit, not a refund, in the customer's account. That was a couple months back and today we received a new order from the same customer. I charged her card for the amount due for this new order, but when I attempted to receive the payment for this new order, QB deducted the amount of the refund as a partial payment on her account, and would not accept the full $ amount I just placed on the customer's credit card
Thank you for watching our videos 😊 Something to think about, did you originally process it as a refund or as a credit memo? I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
Hi, Thanks for reaching out. We're so happy that you found our tutorial helpful 🤗 If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
So glad you enjoyed it. Have an amazing day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
Thank you for making this video available, you're a life saver. Although I made a huge mistake and don't understand how to link over payments and when you give them money back. How does that get recorded. I'm missing something.
Hi Sabrina, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
Margarita, Oh my gosh, thank you so much! We love hearing this. 🙏🏻 If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips Have an amazing day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@c
Hello, Candus. How do I issue a refund to a customer from a credit memo? I have a customer that has a credit memo on file, and they would like a refund of that credit.
Glad it helped you. Have an amazing day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com
Hey thanks for the video, what if a customer has an invoice with multiple payments and you want to return one of the payments. It seems like the refund reduces the receivable but I just want to return a payment.
Hi Michelle, This video may work. We don't have one specifically for your situation but it will give you the general idea. th-cam.com/video/Aq46fkvt-Ms/w-d-xo.html Have a great day! ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
Hi Mary, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
Hi Sridevi, Yes, you can void or delete it. I would recommend voiding if they are not your own books. Have a wonderful day, Kindra/Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
Hi Michelle, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
I have a locksmith service and only see most of my customers one time so I don't save them in my customer list. How do I refund partial returns for a one time customer?
Hi Rodney, This video might be helpful: th-cam.com/video/Aq46fkvt-Ms/w-d-xo.html Have an amazing day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
@@CandusKampfer thank you for sharing all your knowledge. This Quickbooks could be so confusing. I just subscribed to your channel so I could keep up with all your videos. Thanks again and have a Happy New Years.
Hi Laura, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
Thank you for your video. I have an online transaction that I recorded as a Sales Receipt. However, the customer has decided to pick-up on site and not have the product shipped. No product I being returned - only shipping is being refunded. Do I have to create a shipping as a dummy service to facilitate the refund?]
Hi Ron, It would probably be best to categorize the refund of the shipping cost back into the original account you categorized it out of. If you were tracking shipping vs. product to begin with. Have an amazing day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
Okay, so hi Candace, The refund under Invoice Total will not work when a payment was received via Quickbooks - bank (in this case it was a transfer) So, I still need to know how to apply the refund to the invoice. If you can shine some light on that, I would greatly appreciate it! Thanks!
Hi Ashley, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
I am new to this... So what if I am issuing an actual refund check to my customer and I used the Refund Receipt approach, generated and printed the check and there is a zero balance at the bottom but in the summary window of the customer it is showing and open balance positive for that customer... does that go away when the check clears? I wish QBO would make it so much more streamlined within the invoice and have a button to click to issue a refund with the accounts already chosen from what was in the invoice... less clicking and opening windows is so much more fun! Thanks for your videos!
Hi Lesa, Thank you for watching our video. If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
In the case where you create a credit for a customer for stale product from a previous invoice that they already paid for. Is there a way to apply the credit when matching from the Bank transactions?
Hi, Thank you for reaching out. If you are an Online user, you would use a refund receipt, not a credit memo so that it impacts your bank account. You can check out our Customizing QuickBooks workshop if you would like additional support: CandusKampfer.com/workshop Have a great day, Samantha Team Candus
Hi, Thank you for watching our video. If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi Amy, Thank you for watching our video. If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
How long it will take for costumer to receive the refund? The invoice already paid and want a partial refund I already refunded it but I dont know she will receive it. I'm new to quickbooks and I just want to learn more about it.
Mae Diane, It all depends if you are just entering the refund into QB to track bookkeeping. Or if you are actually processing the refund through QuickBooks back to the customer card or printing a check. If you are wanting to learn more about QuickBooks you may want to check out Confidence with QuickBooks. You can start by attending my customizing QB workshop. Here's a link to save your seat: canduskampfer.com/workshop Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
My customer overpaid on an invoice and requested refund. She meant to pay only half upfront and mistakenly paid the full balance. I selected "refund" on the "more" dropdown menu, and entered to 50% amount. The refund processed on my bank account, and she received her money, BUT the invoice didn't change at all. It shows she has a zero balance when it should show the remaining 50% owed still. I feel like i missed a step somewhere. How do i correct this?
Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
Hi, Thank you for watching our video. If you're interested in more in-depth training on how to activate your Credit Memo, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi Christa, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips Have an amazing day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
I issue my refund receipts by checks that come out of the business checking account, but the cusomer still has that amount shown as a credit on their AR report?
Hi Katie, Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
How do I do partial refund for a credit card payment? I'm able to get to the refund receipt and see how to complete a full refund but don't know how to do a partial.
Hi Jen, Thank you for watching the video😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Elaine ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
Hi Joann Thank you for watching our video. If you're interested in more in-depth training on how to issue a refund when the original sale is done with a sales receipt, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Is there a good way to issue a check refund for credit memo's that have been aging? Our business is a little backwards in the sense of accounting and we often pay our clients, but sometimes they owe us. It's been a huge challenge to maintain them in both the customer and vendor areas. I'd like to make all of them customers and at the end of the month either cut them a check or send them an invoice...thoughts?
Thank you for watching our videos 😊 I will add your question to the list Candus uses to create new QuickBooks tips each month. If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips Have a great day! Sam ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
Hi David, Thank you for watching our video. If you're interested in more in-depth training on how you can which customer has a credit, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Ok so I am new to all this and trying to help my son out with his books. He just decided to come for my help to file his 2023 taxes. That said there is a lot I do not understand or how to actually accomplish and time is running out. Please Help! So, as I go through his 1900 transactions it has become overwhelming. No there is no financial possibility to pay for an accountant so here I am trying to get it done so he can file his business taxes. He uses PayPal for all his transactions and this refund transactions have me in a loss. I think with video I get the gest of it. But now there is transactions that he received either a CC refund or cash back bonus from PayPal, how would I post that?
Hi Liana, Thank you for watching our video and sharing where you're at in your QuickBooks journey. If you're interested in more in-depth training on how to enter your transactions properly, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi Phillip, Candus does not offer private sessions. She does help with Q&A for her communities. The best possible way for you to receive support from Candus is to register for and attend her workshop. Here is the link to register to attend: canduskampfer.com/workshop Have a great day! Kindra ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer
Glad it helped you. Have an amazing day! Sam ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
Hi Constance, Thanks for reaching out. You do a refund receipt. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi, Thanks for reaching out. We're so glad you enjoyed our tutorial! If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Hi, Thanks for reaching out. I'm sorry we're just now responding to your comment! If your vendor gave you a refund, you would record it as a deposit. If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
We will keep that in mind. However, there is a feature on TH-cam to adjust the playback speed you can just > Tap the video once, then tap More > Tap Playback Speed. Select the speed at which you'd like the video to play. Hope this will help you Have a great day! Ednalyn ~ Team Candus P.S. We’d love to connect with you! Find us on ↓ Instagram: instagram.com/candus.kampfer Facebook: facebook.com/CandusKampfer TikTok: www.tiktok.com/@canduskampfer Pinterest: pinterest.com/canduskampfer/
it's the first time i come here, it is a great video, very informative can you give me your mobile number or email some questions or more personel discussion about Quickbooks
Hi, Thanks for reaching out. I'm so glad you found our TH-cam channel and learned a lot from Candus! Yes, you can email us at support@canduskampfer.com 🤗 Have a great day, Samantha, Team Candus
Hi, It depends on the type of refund whether it's sales tax or an income tax refund. If you’d like to learn more about this, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop Have a great day, Samantha, Team Candus
Have you found recording refunds in Quickbooks easy?
H Candus, How are you today? My answer is yes, it is easy on the basic refunds that Quickbooks allows. But, today, when I was trying to refund from the associated Invoice, I went to Payments Made, Under Invoice Total, selected More, then Refund...Quickboooks says they are working on improving this process, but it will not work when a payment was received via Quickbooks - bank (in this case it was a bank transfer) So, I still need to know how to apply the refund that I made via a check can be applied to the invoice? If you can shine some light on that, I would greatly appreciate it! Thanks!
That is great... thank you for clarifying refunds/reversals!
Hi Fran,
Thank you for reaching out.
I'm so happy that you loved our tutorial 💓
To learn more about how to navigate QuickBooks, I recommend checking out our Confidence with QuickBooks program. You can learn more by attending our Customizing QuickBooks Workshop.
Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Thank you for sharing your personality. Makes learning more fun. How do I link the refund to the invoice? Qb says... Keep your payments and refunds organized
If this payment is related to an existing invoice or sales receipt, select the invoice or sales receipt from All Sales and process your refund there.
Hi Eddie,
Thank you for watching our videos. 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
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Thank you for the refund tutorial. I processed the refund exactly as you described, sent the customer a copy of her refund, but the amount of the refund is now appearing as a credit, not a refund, in the customer's account. That was a couple months back and today we received a new order from the same customer. I charged her card for the amount due for this new order, but when I attempted to receive the payment for this new order, QB deducted the amount of the refund as a partial payment on her account, and would not accept the full $ amount I just placed on the customer's credit card
Thank you for watching our videos 😊 Something to think about, did you originally process it as a refund or as a credit memo?
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
TikTok: www.tiktok.com/@canduskampfer
Pomexpress, did you use a credit memo or a refund receipt? If you refunded the customer you'll use a refund receipt. - Candus
Great explanation, Thanks for your help. :)
Hi,
Thanks for reaching out.
We're so happy that you found our tutorial helpful 🤗
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
It’s the first time I come here, it is a great video, I will keep watching your videos. Thank you so much
So glad you enjoyed it.
Have an amazing day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
TikTok: www.tiktok.com/@canduskampfer
Thank you for making this video available, you're a life saver. Although I made a huge mistake and don't understand how to link over payments and when you give them money back. How does that get recorded. I'm missing something.
Hi Sabrina,
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
TikTok: www.tiktok.com/@canduskampfer
Pinterest: pinterest.com/canduskampfer/
You are very good as a teacher!
Margarita,
Oh my gosh, thank you so much! We love hearing this. 🙏🏻
If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips
Have an amazing day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
TikTok: www.tiktok.com/@c
Hello, Candus.
How do I issue a refund to a customer from a credit memo? I have a customer that has a credit memo on file, and they would like a refund of that credit.
Mine QBO does not automatically apply it to an invoice.
Super helpful, thank you!
Glad it helped you.
Have an amazing day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
TikTok: www.tiktok.com
Hey thanks for the video, what if a customer has an invoice with multiple payments and you want to return one of the payments. It seems like the refund reduces the receivable but I just want to return a payment.
Hi Michelle,
This video may work. We don't have one specifically for your situation but it will give you the general idea. th-cam.com/video/Aq46fkvt-Ms/w-d-xo.html
Have a great day!
~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
TikTok: www.tiktok.com/@canduskampfer
I got this part, but how do I then match it to downloaded transactions? It only finds the deposits and not the refunds
Hi Mary,
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
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I like your videos. If you entered a refund in QB and realized that you entered wrongly n want to cancel that transaction, will that be possible??
Hi Sridevi,
Yes, you can void or delete it. I would recommend voiding if they are not your own books.
Have a wonderful day,
Kindra/Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
TikTok: www.tiktok.com/@canduskampfer
Thank you
How do you enter a rejected or failed bank transfer payment??
Hi Michelle,
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
Instagram: instagram.com/candus.kampfer
Facebook: facebook.com/CandusKampfer
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The name above can help you get back your payment success with no delays
I have a locksmith service and only see most of my customers one time so I don't save them in my customer list. How do I refund partial returns for a one time customer?
Hi Rodney,
This video might be helpful: th-cam.com/video/Aq46fkvt-Ms/w-d-xo.html
Have an amazing day!
Kindra ~ Team Candus
P.S. We’d love to connect with you! Find us on ↓
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@@CandusKampfer thank you for sharing all your knowledge. This Quickbooks could be so confusing. I just subscribed to your channel so I could keep up with all your videos. Thanks again and have a Happy New Years.
How do you credit a particular invoice when there are several unpaid invoices for the same customers that is getting a credit?
Hi Laura,
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
~ Team Candus
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Thank you for your video. I have an online transaction that I recorded as a Sales Receipt. However, the customer has decided to pick-up on site and not have the product shipped. No product I being returned - only shipping is being refunded. Do I have to create a shipping as a dummy service to facilitate the refund?]
Hi Ron,
It would probably be best to categorize the refund of the shipping cost back into the original account you categorized it out of. If you were tracking shipping vs. product to begin with.
Have an amazing day!
Kindra ~ Team Candus
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Okay, so hi Candace, The refund under Invoice Total will not work when a payment was received via Quickbooks - bank (in this case it was a transfer) So, I still need to know how to apply the refund to the invoice. If you can shine some light on that, I would greatly appreciate it! Thanks!
what if a customer has several credit memos and we are trying to issue one check? How do we go upon doing so?
Hi Ashley,
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ Team Candus
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I am new to this... So what if I am issuing an actual refund check to my customer and I used the Refund Receipt approach, generated and printed the check and there is a zero balance at the bottom but in the summary window of the customer it is showing and open balance positive for that customer... does that go away when the check clears? I wish QBO would make it so much more streamlined within the invoice and have a button to click to issue a refund with the accounts already chosen from what was in the invoice... less clicking and opening windows is so much more fun! Thanks for your videos!
Hi Lesa,
Thank you for watching our video.
If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
In the case where you create a credit for a customer for stale product from a previous invoice that they already paid for. Is there a way to apply the credit when matching from the Bank transactions?
Hi,
Thank you for reaching out.
If you are an Online user, you would use a refund receipt, not a credit memo so that it impacts your bank account.
You can check out our Customizing QuickBooks workshop if you would like additional support: CandusKampfer.com/workshop
Have a great day,
Samantha
Team Candus
Which easier way to record ACH chargeback return transactions that shows on bank or credit card statements ?
Thanks in advance.
Hi,
Thank you for watching our video.
If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
How do you issue a refund if you are sending it from the businesses Line of credit? You can only choose assets from the payment account.
Hi Amy,
Thank you for watching our video.
If you're interested in more in-depth training on this topic, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
How long it will take for costumer to receive the refund? The invoice already paid and want a partial refund I already refunded it but I dont know she will receive it. I'm new to quickbooks and I just want to learn more about it.
Mae Diane,
It all depends if you are just entering the refund into QB to track bookkeeping. Or if you are actually processing the refund through QuickBooks back to the customer card or printing a check.
If you are wanting to learn more about QuickBooks you may want to check out Confidence with QuickBooks.
You can start by attending my customizing QB workshop. Here's a link to save your seat: canduskampfer.com/workshop
Candus
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Can you please help me how to refund partial to my customer please. She still waiting till now ☹️
You need to create a credit memo for the amount you are going to credit here.
@@CandusKampfer i already make a credit memo. What other steps do i need to do so she will receive the refund
My customer overpaid on an invoice and requested refund. She meant to pay only half upfront and mistakenly paid the full balance.
I selected "refund" on the "more" dropdown menu, and entered to 50% amount. The refund processed on my bank account, and she received her money, BUT the invoice didn't change at all. It shows she has a zero balance when it should show the remaining 50% owed still.
I feel like i missed a step somewhere. How do i correct this?
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ Team Candus
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I couldn't find "Credit Memo" in the Customers menu. How can I activate the "Credit Memo"?
Hi,
Thank you for watching our video.
If you're interested in more in-depth training on how to activate your Credit Memo, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
what if the customer was charged x2 for CC purchase in desktop version
Hi Christa,
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month. If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips
Have an amazing day!
Kindra ~ Team Candus
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Looks like I can't change the amount of a refund when it was processed through quickbooks payments.
Yes, if you've already processed it, you can't change the balance.
Samantha
Team Candus
I issue my refund receipts by checks that come out of the business checking account, but the cusomer still has that amount shown as a credit on their AR report?
Hi Katie,
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ Team Candus
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How do I do partial refund for a credit card payment? I'm able to get to the refund receipt and see how to complete a full refund but don't know how to do a partial.
Hi Jen,
Thank you for watching the video😊
I will add your question to the list Candus uses to create new QuickBooks tips each month.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Elaine ~ Team Candus
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not sure how to issue a refund when the original sale was done in a sales receipt
Hi Joann
Thank you for watching our video.
If you're interested in more in-depth training on how to issue a refund when the original sale is done with a sales receipt, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Is there a good way to issue a check refund for credit memo's that have been aging? Our business is a little backwards in the sense of accounting and we often pay our clients, but sometimes they owe us. It's been a huge challenge to maintain them in both the customer and vendor areas. I'd like to make all of them customers and at the end of the month either cut them a check or send them an invoice...thoughts?
Thank you for watching our videos 😊
I will add your question to the list Candus uses to create new QuickBooks tips each month. If you haven't already joined our weekly QB Tips & Tricks, click here to join and we'll send you our tips straight to your inbox: canduskampfer.com/weeklytips
Have a great day!
Sam ~ Team Candus
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How can I see what customers has a credit.
Hi David,
Thank you for watching our video.
If you're interested in more in-depth training on how you can which customer has a credit, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Ok so I am new to all this and trying to help my son out with his books. He just decided to come for my help to file his 2023 taxes. That said there is a lot I do not understand or how to actually accomplish and time is running out. Please Help! So, as I go through his 1900 transactions it has become overwhelming. No there is no financial possibility to pay for an accountant so here I am trying to get it done so he can file his business taxes. He uses PayPal for all his transactions and this refund transactions have me in a loss. I think with video I get the gest of it. But now there is transactions that he received either a CC refund or cash back bonus from PayPal, how would I post that?
Hi Liana,
Thank you for watching our video and sharing where you're at in your QuickBooks journey.
If you're interested in more in-depth training on how to enter your transactions properly, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Do you offer 1 on 1 help?
Hi Phillip,
Candus does not offer private sessions. She does help with Q&A for her communities.
The best possible way for you to receive support from Candus is to register for and attend her workshop.
Here is the link to register to attend: canduskampfer.com/workshop
Have a great day!
Kindra ~ Team Candus
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Thank you, thank you!
Glad it helped you.
Have an amazing day!
Sam ~ Team Candus
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How do you refund a portion?
Hi Constance,
Thanks for reaching out.
You do a refund receipt.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Thank you!!!
Hi,
Thanks for reaching out.
We're so glad you enjoyed our tutorial!
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our QuickBooks Workshop. Save your seat here: CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
I need to show a refund that was paid to me
Hi,
Thanks for reaching out.
I'm sorry we're just now responding to your comment!
If your vendor gave you a refund, you would record it as a deposit.
If you’d like to learn more about how to optimize QuickBooks for your business, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus
Great videos but you talk waaaaaayyyyyyy tooooooo fast.
We will keep that in mind.
However, there is a feature on TH-cam to adjust the playback speed you can just > Tap the video once, then tap More > Tap Playback Speed. Select the speed at which you'd like the video to play. Hope this will help you
Have a great day!
Ednalyn ~ Team Candus
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I think she talks at a great speed, too slow and I can't follow along.
it's the first time i come here, it is a great video, very informative can you give me your mobile number or email some questions or more personel discussion about Quickbooks
Hi,
Thanks for reaching out.
I'm so glad you found our TH-cam channel and learned a lot from Candus!
Yes, you can email us at support@canduskampfer.com 🤗
Have a great day,
Samantha, Team Candus
How do I record a tax refund?
Hi,
It depends on the type of refund whether it's sales tax or an income tax refund.
If you’d like to learn more about this, I recommend checking out our Confidence with QuickBooks program. To learn more you can attend our Customizing QuickBooks workshop. Save your seat here:
CandusKampfer.com/workshop
Have a great day,
Samantha, Team Candus