Creating a credit memo

1. In QuickBooks from the Home Screen select Customers
2. Create Credit Memo/Refund
3. Select the client that you are wanting to apply credit to from the “Customer:Job” box located in the upper left corner
4. Enter todays date
5. “Credit No” Should match the project/invoice you are applying the credit/refund towards
6. In the “Description” Field type why we are giving credit/refund
7. Enter the amount of the credit/refund
8. The “Memo” field in the lower left corner should match “Description”
9. Click “Save&Close”