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nancymbl-yahoo-c
Level 1

How to import customer credit note and supplier credit note into quickbook online?

 
2 Comments 2
Eman_E
QuickBooks Team

How to import customer credit note and supplier credit note into quickbook online?

Hello, Nancy.

 

I know how important it is for you to import credit notes in QuickBooks Online. I'd be happy to explain the information about importing.

 

Although this feature is not currently available in your region, I can still provide you with information on what data you can import and the limitations of this feature. 

 

The following options are available for importing data into your QBO: Bank Data, Customers, Suppliers, Chart of Accounts, Products and Services, Invoices, and Bills. Unfortunately, credit notes cannot be imported at this time. 

Hence let me show you another option on how to record credit notes. 

 

Here's how:

 

  1. In QuickBooks Online Select +New.
  2. Select Credit Note.

 

For more information you can check out this article: Create and apply credit notes or delayed credits in QuickBooks Online.

 

Furthermore, if you want to learn more about how to void or delete transactions in QuickBooks check out this link: 

Void or delete transactions in QuickBooks Online.

 

Please let us know if you have any other concerns or queries related to importing data or any QuickBooks concerns. We are always here to help you manage your business with QuickBooks smoothly. Have a great day!

4Gal
Level 11

How to import customer credit note and supplier credit note into quickbook online?

@nancymbl-yahoo-c 

You can use an importer tool.

https://get.transactionpro.com/qbo