Create a transaction refund receipt in Quickbooks (Zapier)

Note: In order to utilize this functionality, you will first need to integrate Zapier with MemberPress: https://memberpress.com/docs/official-memberpress-zapier-integration/

First, we need to create a new Zap by clicking “Create Zap” in the top right corner

Choose MemberPress as the trigger app

Search for “refund” and choose “Transaction Refunded”, then hit “Continue”

Choose your MemberPress account, or choose “Connect an Account” if you haven't done so before

Test the trigger so Zapier can find a sample refund

Add an Action/Search Step

Choose QuickBooks Online

Search for “refund” and choose the “Create Refund Receipt” then continue

Choose your account you want the receipt sent to, or connect it then continue

Choose the “refund from” dropdown, (I have just chosen “sales” for this example but you can choose anything you need, or use a custom field from MemberPress

That is the only one required before the line items, but you can fill out as much information as you need, 

then you must choose the Product/Service and the amount I have chosen “sales” again, then loaded the refund amount from MemberPress

Test your Zap, testing will also let you know if there are any missing fields or errors

Finish and turn on your Zap, then you are all set!