Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
B
BZaman
December 5, 2021
Solved

Importing Supplier Credit Notes From CSV

  • December 5, 2021
  • 2 replies
  • 1 view

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

 

 

Best answer by Angelyn_T

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!

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Level 14
December 5, 2021

Prepare the Vendor Credits data with the following template

RefNumberAPAccountVendorPrintOnCheckNameTxnDateLocationAddressLine1AddressLine2AddressLine3AddressLine4AddressCityAddressStateAddressPostalCodeAddressCountryPrivateNoteCurrencyExchangeRateExpenseAccountExpenseDescExpenseAmountExpenseBillableStatusExpenseBillableEntityExpenseClassLineItemLineDescLineQtyLineUnitPriceLineAmountLineBillableStatusLineBillableEntityLineClass
101 Staples ######### 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office SuppliesFor Anne25.1           
101 Staples ######### 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  TelephonePhone Cards50.25           
101 Staples ######### 100 Houston StreetSuite 2000  San DiegoCA12345 Internal Use  Office FurnitueNew Chairs300.18           
185 Green's Taxi Service ######### 1 Main Street   San DiegoCA12345    Transportation 125.13           

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo

 

Angelyn_T
Angelyn_TModeratorAnswer
Moderator
December 5, 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!

B
BZamanAuthor
December 5, 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?

 

G
Giovann_GModerator
Moderator
December 5, 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.

 

  1. Click the Gear icon at the top.
  2. Select Feedback.
  3. Enter your product suggestion.
  4. 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.

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement