QuickBooks for Mac 2014 User’s Guide 116
7 Click Download to QuickBooks.
8 Close the browser window to go back to QuickBooks.
After you've finished downloading the transactions, you can go into QuickBooks and see the received payments
and recorded deposits (if you chose to go that way) made for you.
When you owe a customer
One of your customers has returned goods you sold or canceled an order for which you’ve already sent an invoice
or billing statement and received a payment. So you need a credit memo. A credit memo reduces the amount the
customer owes you. You can then issue a refund or apply the credit to future invoices. Choose Customers > Credit
Memos/Refunds.
Creating a credit memo and refund
If a customer returns something, then you give them a credit memo. If you're refunding money to a customer,
create a credit memo first, then write a refund check.
To create or edit a credit memo:
1 Choose Customers > Create Credit Memos/Refunds.
2 To create a credit memo, click the "Create a Credit Memo" on the left panel or click the + at the
bottom of the list. To edit a credit memo, select a credit memo in the list on the left panel and edit
the information.
3 Enter the information for the credit memo/refund, and click Save.
Note: You can also create sales forms using the Customer Center and Transaction Center.
What’s on a credit memo?
• Customer:Job. Select the customer or job you want to create the credit memo for. You can also enter a new
customer:job name, and QuickBooks will prompt you to set it up. QuickBooks will automatically alert you if you
choose a customer:job that has outstanding billable time or costs.
• Class. If you're using classes, choose which on you want to use. (If you don't see this, you need to turn classes
on in Preferences.)
• Customer. The address you have for the customer displays here. This is how the customer contact information
will appear here. You can make any changes you need to.
• Date. Today's date, which you can change.
Tip: Press + to increase the date by one day; press - to decrease the date by one day.
• Credit No. QuickBooks automatically increments this number by one for each new credit memo.
Tip: Press + to increase the number by one; press - to decrease the number by one.
• PO Number. If there's a related purchase order (PO), enter that PO number here.
• Item. Select what you're creating the credit memo or refund for. You can include anything on the Items list
here. You also enter a new item, and QuickBooks will prompt you to set it up. Tip: If you need to insert an item
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