Importing Supplier Credit Notes From CSV

BZaman · ‎December 05, 2021

Dear Fellows,

I am able to import Bills, Invoices & Customer Credit Notes from CSV files from Gear > Tools> Import Date but I couldn't find any option to upload Supplier Credit Notes from there. I need to upload a lot of Supplier Credit Notes.

Would you please tell me is there any option to upload Supplier Credit Notes from CSV files.

Thanks in advance

Angelyn_T · ‎December 05, 2021

Hi there, BZaman. Allow me to share with you some information about importing suppliers' credit notes to QuickBooks Online (QBO).

At this time, we don't have a direct way of bringing the supplier's credit note into the system. As a workaround, you can either upload them as bills or use a third-party tool that you can integrate with QuickBooks. You can look for one through the app centre. Here's the link: https://quickbooks.intuit.com/app/apps/home.

Otherwise, you can check out the solution provided by Fiat Lux -ASIA for an additional option.

On the other hand, here's how you can import customer credit notes to your account: How to import credit notes.

In case you want to get your data out from your QBO account in the future, you can use this link as your guide: Export Data out of QuickBooks Online.

Let me know if you have any other follow-up questions about importing transactions to QBO. I'm always here to help. Keep safe!

View solution in original post

Fiat Lux - ASIA · ‎December 05, 2021

Prepare the Vendor Credits data with the following template

RefNumber

APAccount

Vendor

PrintOnCheckName

TxnDate

Location

AddressLine1

AddressLine2

AddressLine3

AddressLine4

AddressCity

AddressState

AddressPostalCode

AddressCountry

PrivateNote

Currency

ExchangeRate

ExpenseAccount

ExpenseDesc

ExpenseAmount

ExpenseBillableStatus

ExpenseBillableEntity

ExpenseClass

LineItem

LineDesc

LineQty

LineUnitPrice

LineAmount

LineBillableStatus

LineBillableEntity

LineClass

101

Staples

#########

100 Houston Street

Suite 2000

San Diego

CA

12345

Internal Use

Office Supplies

For Anne

25.1

101

Staples

#########

100 Houston Street

Suite 2000

San Diego

CA

12345

Internal Use

Telephone

Phone Cards

50.25

101

Staples

#########

100 Houston Street

Suite 2000

San Diego

CA

12345

Internal Use

Office Furnitue

New Chairs

300.18

185

Green's Taxi Service

#########

1 Main Street

San Diego

CA

12345

Transportation

125.13

then utilize an importer tool

https://transactionpro.grsm.io/qbo

Angelyn_T · ‎December 05, 2021

Hi there, BZaman. Allow me to share with you some information about importing suppliers' credit notes to QuickBooks Online (QBO).

At this time, we don't have a direct way of bringing the supplier's credit note into the system. As a workaround, you can either upload them as bills or use a third-party tool that you can integrate with QuickBooks. You can look for one through the app centre. Here's the link: https://quickbooks.intuit.com/app/apps/home.

Otherwise, you can check out the solution provided by Fiat Lux -ASIA for an additional option.

On the other hand, here's how you can import customer credit notes to your account: How to import credit notes.

In case you want to get your data out from your QBO account in the future, you can use this link as your guide: Export Data out of QuickBooks Online.

Let me know if you have any other follow-up questions about importing transactions to QBO. I'm always here to help. Keep safe!

BZaman · ‎December 05, 2021

Dear Angelyn_T,

Thanks for your reply. The solution you gave me is for Customer Credit Notes. I wonder is there any such option exists for Supplier Credit Note as well. Please find the PDF file (which option I get from the page) of the Page : https://app.qbo.intuit.com/app/importdata

This is the only option available but what about if we get a refund from the Supplier i.e. Supplier Credit Note.

How we will be able to upload those invoices from here?

Giovann_G · ‎December 05, 2021

Hello, BZaman.

My colleague Angelyn_T has updated her answer about importing supplier credit notes in QuickBooks Online. You may check out her response above.

Alternatively, you may want to utilize the importer tool as Fiat Lux - ASIA suggested. Also, I encourage you to submit a product suggestion to help improve the software. Once approved, our product development team may include it in the future update. I'll show you how.

Click the Gear icon at the top.
Select Feedback.
Enter your product suggestion.
Hit Next to submit.

Do you need assistance adding a credit note from a supplier to a bill? If that's the case, take a look at this article for further information: Handle supplier credits and refunds in QuickBooks Online.

I'll be around if you need further information about supplier credit or other QuickBooks concerns. Take care and stay safe always.

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Importing Supplier Credit Notes From CSV