Record a chargeback

This info applies to you only if you've been approved for QuickBooks Payments in the UK. We aren't accepting new applications at this time.

What is a chargeback?

You can record a chargeback in two ways:

• Process the transaction as a refund.
• Record it as a business expense (explained below).

Either way, a chargeback transaction shows up on your bank statement as a separate item.

To record the chargeback as a business expense:

1. Click Create (+) > Cheque.
2. Select the current account that your merchant account processor uses for your card transactions.
3. Select the customer name that you used for the original card payment transaction.
4. Delete the current number. In its place, enter a note to indicate that this cheque is actually a chargeback, such as CB.
5. Enter the total amount of the chargeback item.
6. Clear the Print later checkbox.
7. For the Account, choose the account that you charge for the transaction.
8. Click Save and close.

See also

Prevent chargebacks and disputes

QuickBooks Payments overview