When a customer’s check is returned, it needs to be corrected in both Skimmer and QuickBooks Online (QBO) to keep everything aligned — especially if you’re using QBO Billing to sync invoices and payments.
Here’s the recommended process.
Scenario
A customer submits a check.
The check is returned (insufficient funds, closed account, etc.).
A returned check fee is charged.
You use QBO Billing and need to maintain clean reconciliation.
✅ Best Practice Process
1️⃣ Void the original invoice
Void the invoice(s) that were marked paid by the bad check.
This reverses the original transaction properly.
2️⃣ Delete the bad check payment
Go to the Payments list and remove the returned check entry.
This ensures the failed payment is no longer reflected in Skimmer (and keeps QBO aligned).
3️⃣ Create a new invoice
Create a new invoice that includes:
The original outstanding balance
The returned check fee(s)
To recover the fees, add them as a separate line item on the new invoice for clear tracking.
📊 How to Record Returned Check Fees
The returned check fee should be:
Added as its own line item on the new invoice
Clearly labeled (e.g., “Returned Check Fee”)
This keeps reporting clean and ensures proper sync to QBO.
💡 Pro Tip
If a customer has repeated bad checks, consider switching them to online payments (ACH or card) to prevent future issues and reduce manual corrections.