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Method to Import Refund Receipts in QuickBooks

QuickBooks Online Technical Support

QuickBooks is a multipurpose business accounting software to attain financial goals effectively. It is considered one of the admired accounting software programs among QuickBooks users. If you know the complete working of QuickBooks then it is of a great use to manage your small business as well as for accountant.

If you want to keep a record of your refunds and accounts, then this version of QuickBooks lets you generate and refund Receipts. It is not enough to refund the receipt to the customer but it’s also important to avoid any discrepancy. Here in this piece of writing you can go through QuickBooks online technical support and generate a refund receipt for a particular order or customer in your QuickBooks Online account in a smooth manner.

With this latest version of QuickBooks, you can effortlessly import your refund receipts into QuickBooks Online by using Transaction Pro Importer software tool. A refund receipt is a posting transaction which is used to pay off customer money.  You can find more information on how to use the refund receipt transaction on the QuickBooks technical support official page.

Related article Overview of QuickBooks Proadvisor Program

Process of how to Import Refund Receipts to QuickBooks Online

  • Simply, open a Refund Receipt
  • From the menu, choose Refund Receipt to open a refund receipt.
  • In the drop-down suggestions, menu select a customer from in the refund receipt window option.
  • Opt for a preferred Payment Method from the drop-down suggestions menu to identify how you will be paying the customer’s refund.
  • Select an account in the drop-down menu. This is the account you want the refund payment manner to draw funds from.
  • Select the product or service that you’re issuing a refund to this customer for.
  • Check the Amount column to make sure it’s the correct amount of refund you want to issue to this customer.
  • Now select Print Check at the bottom of the screen and enable the Print Later option.
  • Save and Close.

By applying all these steps still if you are not able to Import Refund Receipts to QuickBooks Online version then you can simply dial pro advisor support phone number for QuickBooks and get instant help from the expert technical experts.

Below are some significant formatting considerations you should get ready before importing the Receipt refund file.

1.     The amount of files which you send should be a positive number

2.     Fill all the required fields are Renumber, Customer, and Deposit to Account.  Other fields may become required depending on the import scenario.

In case you are getting any difficulty in importing refund receipts to QuickBooks online version, then contact a reliable third party support providing company to get more eminence solutions.


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