Issue a Refund Within QuickBooks Point of Sale

Option 1: Issuing a Refund in QuickBooks Point of Sale

Need to refund a transaction?  Walk through this tutorial about issuing a refund.

Click on the “Sales History” icon in the center top of your QuickBooks Point of Sale screen.

Issuing a Refund in QuickBooks

 

Go to the top center of your QuickBooks Point of Sale screen. In the “Search” box type in the customer name or your customers receipt number.

Search for Receipt in QuickBooks

 

A pop up window will open with the information relevant to your search.

Receipt Search Results Window

 

Within the pop up window, Click once on the item(s) you would like to return.

Click the “Add selected items” button.

Choose Receipt

 

Click on the item(s) you would like to return.

A pop up windows will open up stating “You are now using InstantAccept.”

Follow these steps to complete refund.

  1. Select “Refund”
  2. Enter amount of refund in the “Amount” Box
  3. Select the “card type” icon used for original transaction.
    NOTE: This must be the same card used for the original transaction.
  4. Press “Enter”

Select a Transaction for Refund

 

Verify Refund Information Screen.  A pop up window will show information you have entered.  Verify that your information for the refund is correct before clicking “Refund”.

verify refund

 

The pop up window will then show the ‘Credit ID Validation Number”.

Click the “Close” button.

refund screen

 

Click ‘Save Only’ or ‘Save and Print’

 

If this walk through does not help you try walking through the steps again or contact our technical support team or call (855) 220-2840.

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