QuickBooks for Mac 2014 User’s Guide 117
between two others, select the item line where you want the new one and choose Edit > Insert Line. Likewise, if
you want to delete an item, select the item then choose Edit > Delete Line.
• Description. The description of the item you entered when you created the item. You can change this if you
need to. Tip: You can enter multiple lines for your description, up to 4095 characters. Use Option-Return to put
in a line break.
• Quantity. How many of the items are you crediting the customer for? This could be 400 antennae or 10 hours
of web design. If you leave this blank, QuickBooks assumes the quantity is 1.
• Rate. How much you charge for the item. If you entered this when you created the item, QuickBooks enters it
for you. If you didn't or you need to change it, just edit this box.
• Amount. This is the total amount (Quantity x Rate) for this item that QuickBooks calculates for you.
• Taxable. If the item is taxable, click this box.
• Customer Message. A message for our customer, either on from your Customer Messages list or enter a new
one.
• Tax. The tax item you assigned to the customer or the default tax if you have not assigned a tax item to the
customer. QuickBooks uses the tax item to calculate the tax. You can also select a different rate from the list of
tax items if you need to.
To write a refund check:
When you need to refund a customer some money, create a credit memo first. Then you can write a refund check.
1 Open the credit memo you want to use for the refund.
2 Click Refund at the top of the window.
3 Make sure all the information on the check is correct.
Caution: Leave Accounts Receivable as the account in the detail area of the refund check. This
ensures that QuickBooks will account for the credit and refund correctly.
4 Click OK.
Although you have recorded both the credit memo and the check, you still need to connect the check to the credit
memo so that QuickBooks can track the transaction correctly. You use the Receive Payments window to connect
the two.
To connect the refund check to the credit memo:
1 Choose Customers > Receive Payments.
2 Choose the customer to whom you just wrote the refund check. You'll see the amount of the credit
included in the Existing Credits field and the refund check in the bottom section of the window.
3 Select the Apply Existing Credits checkbox.
4 On the Refund Chk line, enter the check amount in the Payment column, if not already entered by
QuickBooks, and then click OK. If you now choose Customers > Create Credit Memos/Refunds to
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