Eliminate 2 hours/week of manual refund reconciliation and get accurate revenue numbers in real time.
~2 hrs
Saved / wk
Easy
Setup
No AI
AI
Every time a refund is processed in your store, Make (an automation platform that connects apps) triggers a credit memo (a document that reduces what a customer owes) in QuickBooks Online automatically. This keeps your revenue numbers accurate and stops refunds from hiding in your books for weeks.
~2 hrs
Saved / Week
Easy to set up
Setup Complexity
No AI involved
AI Status
Step 1: Connect your e-commerce platform to Make and set the trigger to 'refund created'
Step 2: Connect QuickBooks Online to Make as the destination app
Step 3: Map the refund amount, original order number, and customer name to a new credit memo in QuickBooks
Step 4: Add a filter so only fully approved refunds trigger the workflow — not pending ones
Step 5: Turn on the automation and verify the first 3 refunds create correct credit memos
Upgrade to Plus for AI-powered step-by-step guides
See PlansMost widely used US small business accounting. Invoicing, expense tracking, payroll, tax prep, and financial reporting. Intuit Assist AI automates invoices, reminders, and cash flow insights. 750+ integrations. Solopreneur: $20/month. Simple Start: $38/month. Plus: $105/month. No free tier.
Visual workflow automation connecting 3,000+ business apps. Build multi-step automations with branching logic, data transformation, and error handling — all by dragging and dropping on a visual canvas. Formerly Integromat. Free: 1,000 credits/month. Core: $9/month. Pro: $16/month. SOC 2 and GDPR compliant.