--- title: How to Handle Refunds in Houzz Pro description: "Houzz Pro refunds explained step by step: how to record credits, send funds to clients, and notify C2 Accounting for accurate QuickBooks bookkeeping." --- [Skip to content](https://help.c2-acctg.com/knowledge/how-to-handle-refunds-in-houzz-pro#main-content) English Show submenu for translations [![Wide C2 Accounting Logo.png\]](https://help.c2-acctg.com/hs-fs/hubfs/Wide%20C2%20Accounting%20Logo.png?height=50&name=Wide%20C2%20Accounting%20Logo.png)](https://c2-acctg.com/) - [Client Portal](https://app.financial-cents.com/cp/c2-accounting) - [Blog Posts](https://c2-acctg.com/blog/) Open main navigation Close main navigation - [Client Portal](https://app.financial-cents.com/cp/c2-accounting) - [Blog Posts](https://c2-acctg.com/blog/) - English Show submenu for translations Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://help.c2-acctg.com/knowledge?hsLang=en) 2. [Expenses](https://help.c2-acctg.com/knowledge/expenses?hsLang=en) 3. [Refunds](https://help.c2-acctg.com/knowledge/expenses?hsLang=en#refunds) # How to Handle Refunds in Houzz Pro ## How to Process a Client Refund in Houzz Pro and Notify C2 Accounting Refunds happen — it's just part of running a service-based business. But here's the thing: Houzz Pro and QuickBooks don't talk to each other automatically when it comes to refunds, so a few extra steps keep your books accurate and your client relationships smooth. Here's exactly what to do, in order. ### **Step 1: Record the Refund in Houzz Pro** First things first — log into Houzz Pro and document the credit. **Important to know:** Houzz Pro does *not* actually send money back to your client. It's purely for tracking and documentation. The real refund happens outside the platform (more on that in Step 2). To record it: 1. Create a credit for the product or service being refunded 2. Navigate to **Retainers & Credits** within the project 3. Select the **Credits** tab 4. Locate the credit you're refunding 5. Click **Issue Refund** 6. Confirm the refund That's it, this just creates the paper trail in Houzz Pro. 🚧 Need a visual walkthrough? Houzz Pro has detailed steps here: **[https://pro.houzz.com/pro-help/r/how-to-handle-refunds-in-houzz-](https://pro.houzz.com/pro-help/r/how-to-handle-refunds-in-houzz-pro)** ### **Step 2: Send the Refund to Your Client** Now for the real refund — getting the money back to your client. You can use whatever method works best for you and your client: - Check - ACH transfer - Bank transfer - Credit card refund - Other electronic payment methods *Whatever you choose, hold onto your documentation. You'll need it for Step 3.*   ### **Step 3: Loop in C2 Accounting** Once the refund is recorded in Houzz Pro *and* the funds are back in your client's hands, send the documentation to [clients@c2-acctg.com](mailto:clients@c2-acctg.com). Please include: - Refund invoice or credit memo from Houzz Pro - Refund date - Refund amount - Refund method (check, ACH, credit card refund, etc.) - Check number, if applicable ### Why This Step Matters Since Houzz Pro and QuickBooks don't sync refunds automatically, this email is what lets us properly record the transaction on our end, keeping your customer balances, income, and bank accounts all matching up. **Have questions about a refund before you issue it?** Reach out to us at [clients@c2-acctg.com](mailto:clients@c2-acctg.com) first, we're happy to help you think it through. - [QuickBooks Online](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#main-content) - [Expense](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#expense) - [Banking](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#banking) - [Income](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#income) - [Sales Taxes](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#sales-taxes) - [Reports](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#reports) - [Refunds](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#refunds) - [QuickBooks Reports](https://help.c2-acctg.com/knowledge/quickbooks-reports?hsLang=en) - [Banking](https://help.c2-acctg.com/knowledge/banking?hsLang=en#main-content) - [Banking Access Setup](https://help.c2-acctg.com/knowledge/banking?hsLang=en#banking-access-setup) - [Payroll](https://help.c2-acctg.com/knowledge/payroll?hsLang=en#main-content) - [Gusto Payroll](https://help.c2-acctg.com/knowledge/payroll?hsLang=en#gusto-payroll) - [Software](https://help.c2-acctg.com/knowledge/software?hsLang=en#main-content) - [Dext](https://help.c2-acctg.com/knowledge/software?hsLang=en#dext) - [Expenses](https://help.c2-acctg.com/knowledge/expenses?hsLang=en#main-content) - [Refunds](https://help.c2-acctg.com/knowledge/expenses?hsLang=en#refunds) - [Credits](https://help.c2-acctg.com/knowledge/expenses?hsLang=en#credits) - [Sales Tax](https://help.c2-acctg.com/knowledge/sales-tax?hsLang=en#main-content) - [Account Access](https://help.c2-acctg.com/knowledge/sales-tax?hsLang=en#account-access) - [QuickBooks Online](https://help.c2-acctg.com/knowledge/sales-tax?hsLang=en#quickbooks-online) - [Working with C2 Accounting](https://help.c2-acctg.com/knowledge/working-with-c2-accounting?hsLang=en) [![C2 Accounting & Business Support-01-2](https://help.c2-acctg.com/hs-fs/hubfs/Logos/C2%20Accounting%20%26%20Business%20Support-01-2.png?width=75&height=75&name=C2%20Accounting%20%26%20Business%20Support-01-2.png "C2 Accounting & Business Support-01-2")](https://c2-acctg.com/) C2 Accounting Help Center Copyright © 2026, C2 Accounting & Business Support, LLC