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Discovering a refund, dispute, or unauthorized charge on your business credit card can be unsettling, but it doesn't have to be a headache.
In this video, a cafe owner walks you through exactly what to do when an unexpected transaction appears on your statement. You'll learn how to identify the type of issue, the immediate steps to take with your card issuer, and most importantly, how to record refunds and credits correctly in your books so your financial records stay accurate and audit-ready. Whether you're dealing with a simple merchant refund or a fraudulent charge, this guide helps you handle it with confidence.
Chapters:
00:20 – Identify whether it's a refund, duplicate charge, or fraudulent charge
01:01 – What to do immediately for each type of issue
02:00 – How to record a refund or statement credit in your bookkeeping
02:43 – Do I have to pay a disputed charge?
03:07– Final takeaways and how QuickBooks can help you keep your books organized
In this video, a cafe owner walks through exactly what to do when unexpected charges—like refunds, billing disputes, or fraudulent transactions—appear on a business credit card statement. Drawing from real experience running their own business and using QuickBooks to stay organized, they break down the process into clear, actionable steps:
• How to identify whether a charge is a merchant refund, a billing dispute, or a fraudulent transaction.
• What to do immediately for each type of issue, including when to call your card issuer and when to freeze your card.
• How to record refunds and statement credits correctly in your books—without deleting the original expense.
• Whether you have to pay a disputed charge while it’s under investigation.
Plus, find out how Intuit QuickBooks helps you track transactions, reconcile accounts, and maintain a clean paper trail so your books stay accurate and audit-ready.
View the video to learn how to handle refunds, disputes, and fraud with confidence. Then, check out these helpful QuickBooks resources:
Itemized deductions: What they are, types, and how to claim them: https://bit.ly/4uV872n
Guide to small business bookkeeping: https://intuit.me/4eIQYD2
No matter the size of your business or what stage you’re at in your journey, QuickBooks gives you the tools and expert resources to run and grow your business with confidence. Explore more to see how QuickBooks empowers business owners like you.
And don’t forget to like, comment, and subscribe for more small business tax tips and how-to videos.
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