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The CSV file that I am trying to import has credit notes in it (so they are negatives) and QBO will not let me import these transactions. Would anyone know how I could import credit note transactions?
Hi there, @jhari09. Let me provide you with some information about importing files into QuickBooks Online.
QuickBooks Online can import CSV files that use either a 3-column or 4-column format. After the import, you can enter any additional information, such as the Category and Payee for a transaction, on the For Review tab of the Banking page.
The 3-column template has columns for the Date, a Description of the transaction, and the Amount of the transaction.
The 4-column template has a Date column, a Description column, and both a Credit and a Debit column.
Here's how to import the CSV file:
Let me know if this works for you! I'll be here if you need further assistance. Have a safe weekend.
You may utilize the importer tool to import (i) the bill and (ii) vendor-credit. The template of the vendor-credit will be as follows
RefNumber | APAccount | Vendor | PrintOnCheckName | TxnDate | Location | AddressLine1 | AddressLine2 | AddressLine3 | AddressLine4 | AddressCity | AddressState | AddressPostalCode | AddressCountry | PrivateNote | Currency | ExchangeRate | ExpenseAccount | ExpenseDesc | ExpenseAmount | ExpenseBillableStatus | ExpenseBillableEntity | ExpenseClass | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineBillableStatus | LineBillableEntity | LineClass |
101 | Staples | ######### | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Supplies | For Anne | 25.1 | |||||||||||||||||||
101 | Staples | ######### | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Telephone | Phone Cards | 50.25 | |||||||||||||||||||
101 | Staples | ######### | 100 Houston Street | Suite 2000 | San Diego | CA | 12345 | Internal Use | Office Furnitue | New Chairs | 300.18 |
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