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cwong1
Level 1

Is the option to import credit memos available in QBO?

 
12 Comments 12
AddieC
QuickBooks Team

Is the option to import credit memos available in QBO?

Hello,

 

QuickBooks Online is a flexible solution for your business bookkeeping. There's tons of options for you to take advantage of when it comes to importing and exporting data in your account. I know how handy it would be to have the option to import credit memos into QBO. I'd be happy to explain the information you're able to import and the limitations.

 

To import data into QBO, click the Gear icon > Import Data. From there, you can select any of the following items to import:

  • Bank Data
  • Customers
  • Suppliers
  • Chart of Accounts 
  • Products and Services
  • Invoices
  • Bills

At this time, you're not able to import credit memos. You can make them within the account easily! All you have to do is click + New > Credit Memo.

 

If this is a feature you'd like to see incorporated into QuickBooks Online in the future, I'd recommend leaving us your ideas by clicking the Gear icon > Feedback

If you have any other questions, please don't hesitate to reach out to our tech support team.

Cheers.

Fiat Lux - ASIA
Level 15

Is the option to import credit memos available in QBO?

Utilize the trial period of TPI for QBO.

https://transactionpro.grsm.io/qbo

 

The template should be like this:

RefNumberCustomerTxnDateLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailCurrencyExchangeRateShipAmtShipItemDiscountAmtDiscountRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
CM101Janice Johnson01/10/2020  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo   12Shipping 0.02   Leather CaseLeather Case210  TAX
CM101Janice Johnson01/10/2020  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo   12Shipping 0.02   Gift CardsGift Cards25  TAX
CM102Leonard Walker Inc01/10/2020  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Customer Memo          HandheldsPortable Game Player1100  TAX
Westfair TV Audio
Level 2

Is the option to import credit memos available in QBO?

Please add this soon

Rebecca R
QuickBooks Team

Is the option to import credit memos available in QBO?

Thanks for joining in on this thread @Westfair TV Audio. I know how helpful it would be to have the option to import credit memos into QuickBooks Online. I'm going to pass this feedback along on my end, but I hope you'll use the Feedback option that can be accessed by the Gear icon to have your voice heard as well. This way, you're sending a direct request to our product development team which helps them to prioritize the new features and improvements that will be made to the program. All the best!

usermichael-lamb
Level 3

Is the option to import credit memos available in QBO?

Please add this soon so both invoices and credit memos/notes can be imported without duplication of effort

JamesM4
QuickBooks Team

Is the option to import credit memos available in QBO?

Thanks for chiming in on this. Your feedback is valuable and I recommend sending this to our engineers by clicking the Gear icon and looking for Feedback. New product ideas and improvements are largely based on the feedback we get from users like you. You're more than welcome to reach out to me in the comments below. I've got your back. 

Ritu Singh
Level 1

Is the option to import credit memos available in QBO?

No there no any option for import credit notes

Fiat Lux - ASIA
Level 15

Is the option to import credit memos available in QBO?

@Ritu Singh  

You have to utilize an importer tool to do so.

https://transactionpro.grsm.io/qbo

 

Ritu Singh
Level 1

Is the option to import credit memos available in QBO?

https://app.qbo.intuit.com/app/importdata there don't have any option in import tools

 

 

Fiat Lux - ASIA
Level 15

Is the option to import credit memos available in QBO?

@Ritu Singh  

The built-in importer tool doesn't support credit memo. You have to use a 3rd party tool as I mentioned earlier.

myuserid2
Level 1

Is the option to import credit memos available in QBO?

I've got the same issue; we need to be able to import either

a) invoices with a negative quantity & value

-or-

b) credit memos

 

Can do neither in QBO here in Canada.

 

I've noted however that the Import Credit Memo functionality does already exist for those using QBO in the UK; which should indicate something fairly easy to provide to others; given the coding already to a large degree exists.

 

I've noted the responses and, yes, we know a credit memo can be manually entered; however it's a manual process; time consuming when dealing with numerous credit memos that, like invoices and bills could otherwise be imported; and are already being imported by other QBO users..  

 

Whomever reads this comment; kindly use the gear>feedback to voice your concern to whomever reads them at the other end; hopefully someone hears us and implements this basic function.

 

Thanks

 

 

 

Fiat Lux - ASIA
Level 15

Is the option to import credit memos available in QBO?

@myuserid2 

Prepare your Credit Memo data with tthe following template

RefNumberCustomerTxnDateLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailCurrencyExchangeRateShipAmtShipItemDiscountAmtDiscountRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
CM101Janice Johnson#########  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo[email address removed]  12Shipping 0.02   MP3 PlayerBlue MP3 Player255  TAX
CM101Janice Johnson#########  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo[email address removed]  12Shipping 0.02   Leather CaseLeather Case210  TAX
CM101Janice Johnson#########  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo[email address removed]  12Shipping 0.02   Gift CardsGift Cards25  TAX
CM102Leonard Walker Inc#########  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Customer Memo[email address removed]         HandheldsPortable Game Player1100  TAX
CM102Leonard Walker Inc#########  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345   [email address removed]         Software1 Year Warranty125  TAX
CM102Leonard Walker Inc#########  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345   [email address removed]         Extended Warranty1 Year Extended Warranty15  TAX
CM103Lisa Smith#########  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256   [email address removed]         Gift Certificate$50 Gift Certificate150  NON
CM103Lisa Smith#########  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256   [email address removed]         Magazine SubscriptionAnnual Magazine Subscription212  NON

 

then utilize an importer tool for the time being

https://transactionpro.grsm.io/qbo

 

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