Returns & refunds

When you process a return, it posts to QuickBooks too — so a refund reduces your takings in your books, the same way the original sale added to them. You don’t do anything extra; it follows whatever sync you’ve already set up.

How it posts mirrors how your sales post:

• Each sale (receipt per transaction) — the return posts as a refund receipt in QuickBooks, the credit counterpart of a sales receipt, itemised by line.
• Daily summary (one journal entry per day) — the return is netted into that day’s summary, so the day’s journal entry already reflects it.

Returns use the same tax-code mapping as sales, so a return on a rate you haven’t mapped is held just like a sale would be — map the rate and the held day re-posts on its own at the next sync. See Tax codes and Fixing what won’t post.

Add-ons come back too

If the original sale carried an add-on — a tip, auto-gratuity or surcharge — the return refunds it as well, in proportion to what’s coming back: a full return refunds the whole add-on, a partial return refunds the returned share of it. As on the sale, a refunded add-on is not taxed.

It posts the same way your sales add-ons do. When you post each sale, the add-on is its own line on the refund receipt — the credit counterpart of the add-on line on the original sale. When you post a daily summary, it’s netted into the day along with everything else.

And just like a sale, a return that carries an add-on you haven’t mapped yet is held rather than posted with it missing — map the add-on and the held day re-posts on its own at the next sync. See Add-ons (each sale) or Accounts (daily summary), then Fixing what won’t post.

Only completed returns on closed days post, and only from your start date onward — exactly like sales.