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Does anyone deal with retail returns- can you upload a csv file into QB instead of manually entering them? then upload the csv file for each vendor that has returns?
Hello @pkdisti,
As of the moment, there isn't an integrated way to upload a list of retail returns in a CSV file format. In QuickBooks Desktop including the Accountant version, the Import tool only lets you upload a CSV file of your list of names and items.
With this, let's consider manually entering them manually and making sure the retail return is associated with the correct vendor name accordingly. While the option to upload transactions in CSV file format, I'd recommend letting our product developers know by sending feedback.
This way, they'll know of your need to upload a list of transactions in a CSV file format. You can let them know by following the steps below:
Also, here's a couple of articles you can read helpful in keeping you up-to-date with the latest improvements and enhancements:
Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Stay safe!
Prepare the Vendor Credit data with the following template
Vendor | Transaction Date | RefNumber | Memo | Address Line1 | Address Line2 | Address Line3 | Address Line4 | Address City | Address State | Address PostalCode | Address Country | Vendor Acct No | Expenses Account | Expenses Amount | Expenses Memo | Expenses Class | Expenses Customer | Expenses Billable | Items Item | Items Qty | Items Description | Items Cost | Items Class | Items Customer | Items Billable | AP Account | Currency | Exchange Rate |
Bell Telephone | 01/09/2020 | 891 | Office Telephone | Bell Telephone | 1 Main Street | Newton | NY | 12345 | USA | Delivery Charge | 15 | Refund Delivery Charge | ||||||||||||||||
Bell Telephone | 01/09/2020 | 891 | Office Telephone | Bell Telephone | 1 Main Street | Newton | NY | 12345 | USA | Overhead | 1 | Overhead Costs | 100 | |||||||||||||||
Ajax Lumber | 02/09/2020 | 892 | Ajax Lumber | 200 Smith Street | Anytown | NY | 11111 | USA | Late Fee | 10 | Refund Late Fee | |||||||||||||||||
John's Landscaping | 01/09/2020 | 893 | John's Landscaping | 1 North Street | Anytown | NY | 11111 | USA | Landscaping | 1 | Plantings | 25 | ||||||||||||||||
John's Landscaping | 01/09/2020 | 893 | John's Landscaping | 1 North Street | Anytown | NY | 11111 | USA | Landscaping | 1 | Plantings | 25 | ||||||||||||||||
John's Landscaping | 01/09/2020 | 893 | John's Landscaping | 1 North Street | Anytown | NY | 11111 | USA | Landscaping | 1 | Plantings | 25 |
then utilize one of these importer tools.
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
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