Refund Transactions for QuickBooks Financial
Transaction Refunds in Instant Accept for Quickbook Financials
Walk through our easy tutorial for transaction refunds.
- Completely close out of the Quickbooks program.
- Open Instant Accept Desktop application (IA icon located on your computer’s desktop).
- Once logged in (using your IA credentials), select Voids/Refunds icon.
- Select date range, customer name, and/or last 4 digits of the card number.
- Choose to refund transaction. When you choose to refund then you will be prompted to create a credit memo for this transaction for your Quickbooks record.
- Fill out the credit memo page with the information for that transaction and select Your refund is complete.