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Buck Tsai
Level 2

How can one import list of credit notes for account receivable?

 
2 Comments 2
IntuitLily
Moderator

How can one import list of credit notes for account receivable?

Glad to see you in the Community again, @deleted filed tax return.

 

Currently, you can import transactions such as invoices and bills in QuickBooks. However, this isn't available for credit notes. 

 

You can check this article for more information about the list of data you can import: Common questions about importing data to QuickBooks Online.

 

In the meantime, you can manually create the list of your credit notes. Here's how:

  1. Click the New + menu.
  2. Select Credit note.
  3. Fill out the form.
  4. Tap Save and close.

Additionally, you can refer to the following articles for the steps in handling credits and refunds. 

 

Let me know if you have follow-up questions. I'm here to help however I can. Have a good one.

Fiat Lux - ASIA
Level 15

How can one import list of credit notes for account receivable?