In the previous article, we covered use case-1. Here, we are talking about use case-2. (If you have missed use case-1, you can check that here).


Use case-2: When “Restock # items” is disabled


Let’s assume, there is one order with order no- #1001. It includes products like levis tee and Kinley cups. The quantities of these two products ordered are 2 and 2 respectively. For this order, this is how a paid invoice will look like:


Refund use case-2- Invoice.png


Now, if you have to make refunds for this order, then click on the “Refund” tab at the bottom left in the above image. Choose the quantity of products you are making refunds for (In this example, we are making a refund for complete order). Below is how it looks in Shopify when you make refunds:


Refund use case-2- Refund receipt.png

You can see in the above image the “Restock 4 items” option is unchecked. In this case, Pipemonk will not sync and update product inventory in QuickBooks Online when you make a refund. After selecting the quantity of products you are making a refund for, click on “Refund Tab” (Here, in this case, it is “Refund $1,040).


Once you finish this, you will see a new receipt having complete details of order with refund. This is how it looks like:

Refund use case-2- after refund receipt.png


After this step, you need to go to your Pipemonk account to run a sync. When you run a sync, Pipemonk will import all the data and details of changes made to your QuickBooks Online company file.


Once the sync is complete, you need to go to your QuickBooks Online company file to check whether changes are reflecting right or not.

  • Log-in to your QuickBooks Online account

  • Go to your respective company file

  • On Dashboard, go to “Transaction” on left side panel and click on “Sales”

  • A new page listing all “Sales Transactions” will open.

  • Go the tabular list and click on the refund transaction you want to check.


Refund invoice listing.png


Once you click on the transaction you refunded for. A new page with a “Refund Receipt” will open. This is what a Credit Note looks like:


Refund use case-2- QBO refund receipt.png


You can see in the above image, a cash refund of $1,040 has been made. Now, it will automatically updated the respective Income account but it will not update inventory numbers of these products as “Restock # items” option was disabled.