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rabashishsbhatia
Level 1

Can i use csv file to upload refund receipts directly in quickbooks online , as sales receipts

i want to add refund data into transactions
1 REPLY 1
JanbonN
QuickBooks Team

Can i use csv file to upload refund receipts directly in quickbooks online , as sales receipts

I'm here to share some details about uploading your refund receipts to QuickBooks Online (QBO) as a sales receipt, @rabashishsbhatia.

 

QBO handles sales receipts and refund receipts in distinct ways. A sales receipt documents finalized sales where the payment for goods or services is made immediately. On the other hand, a refund receipt records instances where goods are returned or services are canceled, showing that the customer has been reimbursed.

 

Since the two transactions can't be interchanged, there are some options you can consider. The first is manually entering the refund receipts in QBO to ensure accuracy. 

 

  1. Go to +New and select Sales receipt.
  2. Fill in the necessary details based on your refund receipts.
  3. Do this to all of the refund receipts.

 

The second one is to utilize a third-party application that allows importing refund receipts as sales receipts.

 

Additionally, you can refer to this article about the frequently asked questions on importing: Common questions about importing data to QuickBooks Online.

 

Let us know if you have other concerns about uploading your refund receipts in QBO. We're here to help you in any way we can.

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