Banking
Hello there, @Iceguy.
I'd be delighted to share additional details on how you can import your credit memo.
To download a sample IIF file with a correct format in importing credit memo, you may check out article: IIF Overview: import kit, sample files, and headers.
You can also import these credit memos using Batch Enter Transactions. Here's how:
- Go to Accountant.
- Choose Batch Enter Transactions.
- Select the Invoices and Credit Memos.
- Choose the specific Account where it will be posted,
- Enter the necessary information on each columns in the spreadsheet.
- Click Save Transactions.
That should do it! Feel free to visit us here in the Community if you have other questions about importing batch transactions. I'm always here to help.
