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spookiebabe
October 22, 2020
Solved

customer refund csv

  • October 22, 2020
  • 1 reply
  • 0 views

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.

Best answer by Kristine Mae

Let me share how it works in QuickBooks Online, Spookiebabe.

 

These are the only data or lists you can import into the system:

  • Bank data
  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services
  • Invoices
  • Credit Notes
  • Sales Receipts
  • Journal Entries
  • Bills

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:

  1. Click the Gear icon.
  2. Select Feedback.

Feel free to let us know if you have other concerns. We'll respond as soon as we can. 

1 reply

Kristine Mae
Kristine MaeModeratorAnswer
Moderator
October 22, 2020

Let me share how it works in QuickBooks Online, Spookiebabe.

 

These are the only data or lists you can import into the system:

  • Bank data
  • Customers
  • Suppliers
  • Chart of Accounts
  • Products and Services
  • Invoices
  • Credit Notes
  • Sales Receipts
  • Journal Entries
  • Bills

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:

  1. Click the Gear icon.
  2. Select Feedback.

Feel free to let us know if you have other concerns. We'll respond as soon as we can. 

N
NFA
July 18, 2021

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?

JessT
JessTModerator
Moderator
July 18, 2021

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!

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