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info@hadgraftele
Level 1

Can I import supplier credit notes into QB from excel spreadsheet?

 
Solved
Best answer January 26, 2022

Accepted Solutions
John C
QuickBooks Team

Can I import supplier credit notes into QB from excel spreadsheet?

Hi mugelbbub It's not possible to import supplier credit notes into QuickBooks, you can however import customer credit notes. The system differentiates between the two by the names, supplier credit and Credit note (relating to customers).

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8 REPLIES 8
MirriamM
Moderator

Can I import supplier credit notes into QB from excel spreadsheet?

Hello there, info@hadgraftele.

 

Yes, you can import credit notes in QuickBooks Online (QBO). You can do this by uploading your CSV file. 

 

Let me show you how:

  1. Click the Gear icon at the top.
  2. Select Import Data.
  3. Choose Import credit notes.
  4. Upload your CSV file. 
  5. Map column headings. 
  6. Import credit notes.

For more details about this process, see this article: How to import credit notes.

 

I also recommend checking the screenshot below to know what's required when importing credit notes. 

 

If you have any other questions about importing credit notes, please feel free to add a comment below. I'm happy to serve you. Have a great day. 

mugelbbub
Level 3

Can I import supplier credit notes into QB from excel spreadsheet?

Hi all

 

Am looking too for uploading Supplier Credit Notes but your instructions to this question appear to be for Customer Credit notes not suppliers.


Is it the same import? How does QBO know is a supplier and not a customer?

 

Thanks

John C
QuickBooks Team

Can I import supplier credit notes into QB from excel spreadsheet?

Hi mugelbbub It's not possible to import supplier credit notes into QuickBooks, you can however import customer credit notes. The system differentiates between the two by the names, supplier credit and Credit note (relating to customers).

Fiat Lux - ASIA
Level 15

Can I import supplier credit notes into QB from excel spreadsheet?

@mugelbbub 

Prepare the data with the following template

RefNumberAPAccountVendorPrintOnCheckNameTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101 Staples ######### 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
101 Staples ######### 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
101 Staples ######### 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office FurnitueNew Chairs300.18           
185 Green's Taxi Service ######### 1 Main Street   San DiegoCA12345    Transportation 125.13           

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

mugelbbub
Level 3

Can I import supplier credit notes into QB from excel spreadsheet?

Hi Fiat Lux - ASIA 

 

Thanks for the input but we already use Transaction Pro Importer.

 

The point was more that it should be native and not require additional tools.

 

Regards 

Muntazir
Level 1

Can I import supplier credit notes into QB from excel spreadsheet?

Hi

 

Any reason the importation of supplier credit importation is not possible whilst vendor bills are? Just makes no sense tbh?

 

Secondly, has the feature for customer credit notes disabled now? I cannot see it in the import data tab.

4Gal
Level 11

Can I import supplier credit notes into QB from excel spreadsheet?

@Muntazir 

You need to use an importer tool.

https://get.transactionpro.com/qbo

 

Bryan_M
QuickBooks Team

Can I import supplier credit notes into QB from excel spreadsheet?

Hello, @Muntazir.

 

Currently, importing a supplier credit is unavailable in QuickBooks Online (QBO). And we know how this would be helpful on your end.

 

In the meantime, we agree with what @4Gal recommended. Import your supplier credit by utilizing a third-party application. You can look for this in your QBO account. Here's how:

 

  1. On the lower left navigation, click the Apps tab.
  2. Select Find Apps.
  3. Enter a keyword of the app you're looking for in the search field.

 

You can also visit our supported apps website: Apps help QuickBooks run better.

 

On the other hand, I encourage you to submit feedback to our Product Development Team about the importance of importing supplier credit in QBO. They might add this to our future product updates.

 

Concerning your second question about the Customer Credit Note isn't visible in the Import Data section. We can perform some troubleshooting steps to determine if this is a browser-related issue.

 

Let's start by accessing your QBO account in incognito or private mode to avoid storing cache files that may cause odd behaviors when running web-based programs. You can utilize these shortcut keys: 

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Microsoft Edge: press Ctrl + Shift + N
  • Safari: press Command + Shift + N

 

Then, look for the Customer Credit Note in the Import data section. 

 

If this works, clear the cache of your regular browser to remove accumulated data. If the issue persists, you can use another supported browser or device. It might be that the current one you're using has a temporary issue with the program.

 

Additionally, I'll share this article to help you learn when to give a delayed credit to your customer: Create and apply credit notes or delayed credits in QuickBooks Online.

 

Please don't hesitate to return here if you have additional questions about managing your customer and supplier credits. I'll be willing to lend a hand. 

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