how to issue a credit memo in quickbooks
If you are a business owner or accountant, you may need to know how to issue a credit memo in QuickBooks in order to provide refunds to customers or to correct errors in invoices. A credit memo is a document that reduces the amount a customer owes to you, and it is important to understand how to issue one in QuickBooks in order to ensure accurate accounting records.
Grace Everwood
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8 steps
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22 seconds
QuickBooks
1
Go to [https://quickbooks.intuit.com/](https://quickbooks.intuit.com/)
2
Click the "Customers" menu at the top of the page.
3
Select "Create Credit Memos/Refunds" from the drop-down menu.
4
Select the customer you want to issue the credit memo to from the "Customer:Job" field.
5
Enter the date of the credit memo in the "Date" field.
6
Enter the amount of the credit memo in the "Amount" field.
7
Enter a description of the credit memo in the "Memo" field.
8
Click the "Save & Close" button.