---
title: How to Issue a Refund Receipt in QuickBooks Online
description: This article guides QBO users on how to issue a refund receipt in QuickBooks Online.
---
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3. [Refunds](https://help.c2-acctg.com/knowledge/quickbooks-online?hsLang=en#refunds)
# How to Issue a Refund Receipt in QuickBooks Online
## This article guides QBO users on how to issue a refund receipt in QuickBooks Online.
### Key Steps:
- Open QuickBooks and navigate to the home screen.
- Click on the "**+**" sign located in the top right corner of the screen.
- From the drop-down menu, select "**Customers**".
- Click on "**Refund Receipt**" from the options provided.
- **⚠️Cautionary Note:** Ensure you are selecting "Refund Receipt" and not "Credit Memo".
- Select the customer requesting the refund in the "**Choose a Customer**" field.
- In the "Payment Method" field, select the appropriate payment method. For most clients, selecting "Check" is recommended.
- Choose the bank account from which the refund will be issued in the "Bank Account" field.
🚧If you are refunding via credit card, please select "**Credit Card**" from the Payment Method dropdown.
- Specify the amount to be refunded in the "Refund Amount" field.
- **⚠️Cautionary Note:** If the refund is taxable, ensure the tax box is checked in the "Tax" field.
- Verify the total amount due, including the refund amount and tax (if applicable).
- **💡Tip for Efficiency:** If the refund is for a specific product or service, mention it in the "Memo" field for reference.
- Click on "Save and Close" to finalize the refund receipt.
- Physically write the refund check and issue it to the customer.
- **💡Tip for Efficiency:** Ensure the check is accurately filled out with the correct refund amount and recipient details.
- Congrats! You have successfully issued a refund receipt in QuickBooks.
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