Banking

Hi there, @Iceguy,

Thanks for getting in touch with us today. I can add a bit more about importing credit memos in QuickBooks.

You're doing the right thing with mapping the transactions. Before importing, you can use our sample IIF files to compare your entries. It contains transaction data and the associated list data to guide you how to combine several types of data in one IIF file. Click the links below:

• Credit memo: credit_memo.iif
• Credit memo with sales tax charged: credit_memo_with_sales_tax.iif

Please use a WinZip or a compatible file compression utility to get the contents of the downloaded file.

You can also check this article to know more about importing the transactions in QuickBooks: IIF Overview: import kit, sample files, and headers

Once you have the file ready, you can not start uploading the IIF file. Here's how:

1. Click the File menu.
2. Choose Utilities.
3. Select Import.
4. Pick IIF Files on the list.
5. Locate your .IIF file and click to highlight it.
6. Click Open.
7. Select OK on the pop up message.

That should get you on the right track, @Iceguy.

Please let me know if you have any questions. I'm here if you need further assistance. Have a great day!