Refunds aren’t changing the invoice balance after exporting to QuickBooks Online

Problem

You just exported a batch to QuickBooks Online that includes refunds, but the invoice in ServiceTitan still has the same balance. Payments need to be applied manually to clear the balance.

Solution

You need to manually enter refunds that do not automatically apply to invoices in QuickBooks Online.

1. In ServiceTitan, apply positive or negative payments to the invoice to change the balance.

   Note: Negative payments can only be applied to Adjustment Invoices.

2. Bypass the payments.

3. In QuickBooks Online, find the exported invoice.

4. Manually record the refund and save your changes.

For more on the refund process in QuickBooks Online, refer to the QuickBooks Online help article on customer refunds and credits.