How to record a charge back in quickbook online

You can use an expense to record a credit card chargeback, akdsolutionllc. Let me walk you through the process to keep you on the right track.

In QuickBooks Online, chargebacks are entered using a check affecting the Accounts Receivable (A/R). This is then linked to the invoice payment so you can resend the invoice again to your customer.

Here's how to create a check:

1. Click on the +New button, then choose Check.
2. Select the chargeback date in the Payment date field.
3. In the Category dropdown, pick Accounts Receivable, then specify the amount in the AMOUNT column.
4. Choose the customer from the Customer/Project column.
5. Enter "CB" in the Check no. box to note it's a chargeback.
6. Hit Save and close.

After that, follow these steps to unlink the payment to the invoice and link it to the check:

1. Head to Sales in the left pane.
2. Select Customers, then locate and click the customer for the chargeback.
3. Look for the payment transaction, then hit Edit.
4. Uncheck the invoice linked to the payment and select the new check you created.
5. Click Save and close.

Moreover, you can create a separate invoice for bank fees and charge it to your customer. For the detailed process, proceed to Step 3 in this article: Record a returned payment or bounced check in QuickBooks Online.

On the other hand, consider browsing these materials to generate financial data and review how the chargeback affects your statements:

• Run a report in QuickBooks Online
• Customize reports in QuickBooks Online
• Customize reports in QuickBooks Online using modern view

Get back to us in this forum by replying below if you have other chargeback-related questions in QuickBooks Online. We've got your back anytime when necessary.