customer refund csv

Thank you.  I have already given feedback on this as I cannot be the only person using Quickbooks who has an internet business.  I am currently entering refunds manually but as you can imagine it is quite laborious.

@spookiebabe 

Explore TP to import Refund Receipts data into your QBO account

https://transactionpro.grsm.io/qbo

Prepare the data with the following template

I'm new to QBO and I'm at the stage where I am importing my sales receipts via CSV.  I found another post detailing how to display a DIscount field on the Sales form. The process was:

  Account and Settings >> Sales >> Sales form content >> tick the Discount toggle.

My question is: How do I include this field in my CSV file? Is it just a case of adding a 'Discount' column and inserting a negative number there?

Hi NFA,

Welcome to the QuickBooks Online family! I'm glad that you're using the option to import your sales receipts into QuickBooks. However, please know that this doesn't include a field for discounts, so you really need to edit your imported sales receipts to add the discounts.

I'll walk you through creating a report that lists all the sales receipts you have, so you can easily pick the one that needs to be edited.

1. Go to Reports and search for Transaction list by customer.
2. Click on Customise and change the date range. Be sure it covers the dates of your imported transactions.
3. Click to expand the Filter section.
4. In the Transaction Type dropdown list, select Sale Receipt.
5. Choose Run reports.

To open a sales receipt from the list, simply click one. Then, enter the discounted amount in the field provided. Do this to all sales receipts that have a discount to recalculate their amounts.

If you need help with your imported transactions, please feel free to go back to this thread. Take care and have a good one!

@NFA 

You may prepare the Sales Receipt data with the following template

then utilize an importer tool

https://transactionpro.grsm.io/qbo