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:
- Click the Gear icon.
- Select Feedback.
Feel free to let us know if you have other concerns. We'll respond as soon as we can.
