Please Note: The following information is presented assuming your QuickBooks Online account has been connected and configured with Shopmonkey. If you still need to connect your QuickBooks Online account to Shopmonkey, please check out Set Up QuickBooks Online Integration to learn more.
Send Payments & Refunds to QuickBooks
Refunds Settings
On the QuickBooks Settings page (Settings → QuickBooks), select the Payments tab.
To send or auto-send refunds to QuickBooks, use the dropdown menu to select Refund from Account and Refund Line Item Mapping.
Refund from Account: The refund will be drawn from this account
Refund Line Item Mapping: This Product/Service will be listed on the refund
Auto-Send Payments & Refunds
Toggle on or off auto-sending payments and refunds to QuickBooks. Select one or both.
Send a Refund to QuickBooks
On the right-side panel of the invoice, select Payments & Transactions.
Select the payment you’d like to refund or partially refund.
Select Record Refund.
Fill out the refund payment details and select Refund.
You will see a Refund Successful prompt with a QuickBooks status (e.g. Sending to QB).
Refunds Sent to QuickBooks Online
When Shopmonkey sends a refund to QuickBooks Online it will show in your Sales Transactions as a Refund Receipt.
The date of the refund will be recorded as well as the customer’s name. The total will show as a negative amount and the status will show as Paid.
Shopmonkey sends a refund from Shopmonkey to QuickBooks Online as a refund receipt. That is the extent of a refund from Shopmonkey into QuickBooks Online. A refund receipt needs to be manually handled in QuickBooks Online the way you would if you created the refund receipt manually in QuickBooks Online. This does not remove the payment from the invoice, this will need to be manually done. The refund receipt will stay as a “credit” on the customer account unless it is reconciled.
There are a few ways you can remove the customer receipt:
If you have your bank account connected to your QuickBooks Online account, it should make a “match” on the banking screen to the refund receipt when the money is removed from your bank account
If you do not have your bank account connected to your QuickBooks Online account, you could also upload your bank statement and it will work the same way
If neither of these options works for you, you can make a “Journal Entry” to remove the refund receipt credit or you can create a “fake” invoice to remove it
If you need further assistance reconciling a refund receipt on your QuickBooks Online account, please contact QuickBooks Online Support
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