I have an internet business and have found the import function really useful for uploading sales receipts. Does anyone know if it is possible to upload customer refunds in the same way via a csv which will then allow me to show the bank account from which the refund is to be deducted. I have looked at the import credit note csv and this does not seem to fit what I am trying to do.
If nothing currently exists to do this is anything being developed to assist.
Let me share how it works in QuickBooks Online, Spookiebabe.
These are the only data or lists you can import into the system:
For now, you're unable to import the customer refund. You'll want to enter it manually in the program. You have three ways to record it. It's either you create a Refund receipt, Expense, or Cheque. For more information, you can refer to this article: Record a customer refund in QuickBooks Online.
Also, we're taking notes of our customers' ideas. I suggest sending feedback directly to our software engineers. It will help us know what features our users want to add to our software. Here's how:
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