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February 20, 2024
Question

My client uploads receipts to QBO for me to code. How do you enter credit card credits?

  • February 20, 2024
  • 1 reply
  • 0 views
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1 reply

Level 6
February 20, 2024

Hello Mbbokie, 


Welcome to the Community. I'll be happy to point you in the right direction so you can record your credit card credits with ease using QuickBooks. 

 

Here's how: 

 

  1. Select + New.
  2. Select Credit card credit.
  3. In the Payee field, select the appropriate supplier.
  4. From the Bank/Credit account ▼ dropdown, select the credit card where you received the refund to.
  5. Enter the Payment date, refund amount in Amount, Tax, and Category.
    Note: The category used here is the original expense account on the original bill.
  6. Select Save and close.

I encourage you to check out this article here for more info pertaining to handling credits in QuickBooks. You're welcome to ask further questions in the comments below. I'll be a message away in case you need anything else.