If you manage refunds in a third-party app (like an e-commerce store, or POS system), they need to sync correctly into QuickBooks Online (QBO). Here’s how to ensure they post properly.

Step 1: Check Integration Settings

• Log in to the third-party app.

• Confirm that Refund Syncing is enabled in the integration settings.

• Make sure the correct bank or credit card account is selected.

Step 2: Record the Refund in the Third-Party App

1. Enter the refund in your third-party system.

2. Confirm details:

   • Customer name

   • Payment account

   • Refund amount

   • Tax (if applicable)

3. Save the refund.

Step 3: Trigger the Sync

• If your app supports manual syncing, run a sync.

• If it syncs automatically, wait for the next scheduled update.

Step 4: Verify in QBO

1. In QBO, go to Sales > All Sales.

2. Locate the refund transaction.

3. Check the Bank Register to confirm it posted to the correct account.

Step 5: Reconcile the Refund

1. In QBO, go to Banking > For Review.

2. Match the refund to the bank or credit card feed.

3. Confirm amounts and tax match the original transaction.

Key Points to Remember

• Refunds must use the same account or service item as the original sale.

• Always include sales tax in refunds if the original invoice had tax.

• Customer names must match between systems to avoid duplicates.

Summary

• Enable refund syncing in your third-party app.

• Record refunds in the app, then sync to QBO.

• Verify in QBO and match to bank feed.

• Always use the same account/service as the original sale for accuracy.