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A
Andre_Herter
January 4, 2022
Solved

Create Supplier Credit with CSV Import

  • January 4, 2022
  • 1 reply
  • 0 views

Hello Community,

 

I want to give back all products to a supplier. I can create a supplier credit in QuickBooks and add every product in the list. In my case, there are more than 1000 different products, so it will take much time to enter every single product. 

 

Is there any possibility to import a CSV-file for the supplier credit, where I can just copy+paste all the products?

 

Thanks for your help.

 

Andre

Best answer by GeorgiaC

Hi Andre, thanks for dropping by on the Community! Unfortunately, there is currently no option to import supplier credit transactions, and no option to copy a bill into a different transaction type. In this case, the item lines would need to be entered manually on the supplier credit. 🙇‍♀️

1 reply

G
GeorgiaCAnswer
Level 13
January 4, 2022

Hi Andre, thanks for dropping by on the Community! Unfortunately, there is currently no option to import supplier credit transactions, and no option to copy a bill into a different transaction type. In this case, the item lines would need to be entered manually on the supplier credit. 🙇‍♀️

    A
    Andre_HerterAuthor
    January 4, 2022

    Thank you for your fast reply.

     

    Is it possible to do a bill with inventory?

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    Level 14
    January 4, 2022

    @Andre_Herter 

    Prepare the Vendor Credit data with the following template

    RefNumberAPAccountVendorPrintOnCheckNameTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
    101 Staples 15/05/2020 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
    101 Staples 15/05/2020 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
    101 Staples 15/05/2020 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office FurnitueNew Chairs300.18           
    185 Green's Taxi Service 15/05/2020 1 Main Street   San DiegoCA12345    Transportation 125.13           
    201 Federal Express 15/05/2020 PO Box 1800   DallasTX23456    Delivery Chargestracking number PR7 1HX25.15           
    201 Federal Express 15/05/2020 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1235885.3           
    201 Federal Express 15/05/2020 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1238765.12           
    201 Federal Express 15/05/2020 PO Box 1800   DallasTX23456    Delivery Chargestracking number 1239188.5           

     

    then utilize an importer tool

    https://transactionpro.grsm.io/qbo

     

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