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amalee
Level 1

QBO (Australia) - Is it possible to import credit notes from Excel Spreadsheet

Hi there,

Just wanting to know if it is possible to import credit notes from an Excel Spreadsheet in Australia. I can see it is possible in the UK but we don't have the import credit notes option in our version here. Has anyone else been able to do this in Oz?

Cheers, Amanda

Solved
Best answer November 12, 2019

Best Answers
Kristian_S
QuickBooks Team

QBO (Australia) - Is it possible to import credit notes from Excel Spreadsheet

Hi amalee,

 

At the current moment Quickbooks Online (AU) only allow importing data for banking information, customer & supplier details, chart of accounts, products/services, invoices and bills. 

 

Kristian.

View solution in original post

5 Comments
Kristian_S
QuickBooks Team

QBO (Australia) - Is it possible to import credit notes from Excel Spreadsheet

Hi amalee,

 

At the current moment Quickbooks Online (AU) only allow importing data for banking information, customer & supplier details, chart of accounts, products/services, invoices and bills. 

 

Kristian.

View solution in original post

amalee
Level 1

QBO (Australia) - Is it possible to import credit notes from Excel Spreadsheet

Thanks Kristin, do you know if this feature is something that will eventually be available in Australia?

Kristian_S
QuickBooks Team

QBO (Australia) - Is it possible to import credit notes from Excel Spreadsheet

Hi amalee, 

 

It is definitely not out of the question.

 

The best thing to do would be to log into your Quickbooks Online, go to the Gear Icon and select Feedback.

 

This is a direct contact portal to our engineer team who review these requests on a daily basis.

 

The more feedback about a specific request that is received, the better the chances of that request being fulfilled.

 

I have already done this on my side on your behalf (:

 

Kristian. 

plung
Level 6

QBO (Australia) - Is it possible to import credit notes from Excel Spreadsheet

Import your credit note/credit memo into QBO by 3rd party importing tool

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Zed Axis
Level 2

QBO (Australia) - Is it possible to import credit notes from Excel Spreadsheet

Hi @amalee just to add to the answer to your question.  Whilst QuickBooks Online Australia does not currently support importing Credit Memos from text or Excel spreadsheet.  There is another option open to you.....

 

There is a third party app called Zed Axis that can import a whole range of transactions and lists into QuickBooks Online and Credit Memos are supported.  You could download a copy of the 30 day free trial and test for yourself.

 

Please let me know if you need help as I am the vendor... and can assist if you get stuck.