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Andre_Herter
Level 1

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
Best answer January 04, 2022

Accepted Solutions
GeorgiaC
QuickBooks Team

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:

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6 REPLIES 6
GeorgiaC
QuickBooks Team

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:

Andre_Herter
Level 1

Create Supplier Credit with CSV Import

Thank you for your fast reply.

 

Is it possible to do a bill with inventory?

Fiat Lux - ASIA
Level 15

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

 

Ashleigh1
QuickBooks Team

Create Supplier Credit with CSV Import

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

Andre_Herter
Level 1

Create Supplier Credit with CSV Import

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

Ashleigh1
QuickBooks Team

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. 

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