Managing Refund Syncs with Ease Using Our App

  • Shashank Pandey

    28 April , 2022

When an order is marked as refunded in Shopify—meaning the order status is explicitly set to "Refunded"—our app will automatically generate a Refund Receipt in QuickBooks.

The refund will be categorized based on the sales account linked to the original product in QuickBooks, ensuring accurate financial tracking.

If the refunded Shopify order includes itemized products, the generated Refund Receipt in QuickBooks will reflect those products, closely mirroring the structure of the original Sales Receipt. Additionally, the Refund Receipt will display the refund method used, such as Shopify Payments, PayPal, or another integrated processor.

In cases where the refund is issued as a lump sum rather than for specific products, the app will not associate the refund with individual items. Instead, it will be recorded in QuickBooks under a "Refund Discrepancy" product, providing clear differentiation from product-specific refunds.

 

Tags: Refund sync

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