Handling a customer credit or refund

- [Voiceover] What if your customers return products,…or complain about an order?…You have a couple of options for returning their money.…You can issue a credit to the customer…that they can use later,…or you can refund their money right away.…Out of the box, credits are applied automatically…in QuickBooks Online.…But you might want to turn off this option…so you can choose when to apply a credit.…To do that,…you head up to the top right corner of the screen…and click the Settings icon.…As usual, we're gonna choose Company Settings,…but in this case we're gonna go to the Advanced category.…

The section that you want is Automation.…Click anywhere in that row.…Notice the checkbox is turned on…for "Automatically apply credits".…Just clear that checkbox to turn it off.…Once you've done that, click the Save button,…and your setting is changed.…I'm gonna head down to the bottom right corner of the screen…and click Done.…Now, one thing I wanna do…before I set up a credit for a customer,…I wanna add the sales tax to the customer record,…