United States United Kingdom Australia Canada (English) Canada (French) France Singapore South Africa Global Ireland
cancel
Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
Andre_Herter
Level 1
posted
‎January 04, 2022 10:11 AM
last updated ‎January 04, 2022 2:11 AM

Create Supplier Credit with CSV Import

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

Solved
0 Cheers
Cheer
Reply Join the conversation
Best answer January 04, 2022
Solved

Accepted Solutions
GeorgiaC
QuickBooks Team
QuickBooks Team
‎January 04, 2022 10:55 AM

Create Supplier Credit with CSV Import

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. 🙇‍:female_sign:

View solution in original post

Reply Join the conversation
6 REPLIES 6
GeorgiaC
QuickBooks Team
QuickBooks Team
‎January 04, 2022 10:55 AM

Create Supplier Credit with CSV Import

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. 🙇‍:female_sign:

Reply Join the conversation
Andre_Herter
Level 1
‎January 04, 2022 10:59 AM

Create Supplier Credit with CSV Import

Thank you for your fast reply.

 

Is it possible to do a bill with inventory?

0 Cheers
Cheer
Reply Join the conversation
Fiat Lux - ASIA
Level 15
‎January 04, 2022 11:49 AM

Create Supplier Credit with CSV Import

@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

 

0 Cheers
Cheer
Reply Join the conversation
Ashleigh1
QuickBooks Team
QuickBooks Team
‎January 04, 2022 11:58 AM

Create Supplier Credit with CSV Import

Hello Andre, yes you can add inventory i.e stock items onto a bill in quickbooks. 

0 Cheers
Cheer
Reply Join the conversation
Andre_Herter
Level 1
‎January 04, 2022 01:26 PM

Create Supplier Credit with CSV Import

thanks Ashley. Is it also possible with an excel-import?

0 Cheers
Cheer
Reply Join the conversation
Ashleigh1
QuickBooks Team
QuickBooks Team
‎January 04, 2022 02:27 PM

Create Supplier Credit with CSV Import

Hi Andre, so you can import bills into the system, if you click on the main cog wheel top right hand side> under tools import data> select bills and if you download the example you can see what the lay out needs to be so it uploads with no problems for you. 

0 Cheers
Cheer
Reply Join the conversation
Featured
Get started with QuickBooks Online
Ready to get started with QuickBooks Online? This walkthrough guides you th...
Read more

Need to get in touch?

Contact us