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Ritu Singh
Level 1

I want to import customers credit memo at once but there don't have option in import tool for import credit memo

i want to import customers credit memo at once but there don't have option in import tool for import credit memo
1 Comment 1
Fiat Lux - ASIA
Level 15

I want to import customers credit memo at once but there don't have option in import tool for import credit memo

Prepare your Credit Memo data with the following template

RefNumberCustomerTxnDateLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailCurrencyExchangeRateShipAmtShipItemDiscountAmtDiscountRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
CM101Janice Johnson01/10/2020  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo   12Shipping 0.02   MP3 PlayerBlue MP3 Player255  TAX
CM101Janice Johnson01/10/2020  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo   12Shipping 0.02   Leather CaseLeather Case210  TAX
CM101Janice Johnson01/10/2020  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo   12Shipping 0.02   Gift CardsGift Cards25  TAX
CM102Leonard Walker Inc01/10/2020  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Customer Memo          HandheldsPortable Game Player1100  TAX
CM102Leonard Walker Inc01/10/2020  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345             Software1 Year Warranty125  TAX
CM102Leonard Walker Inc01/10/2020  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345             Extended Warranty1 Year Extended Warranty15  TAX
CM103Lisa Smith01/10/2020  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256             Gift Certificate$50 Gift Certificate150  NON
CM103Lisa Smith01/10/2020  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256             Magazine SubscriptionAnnual Magazine Subscription212  NON
CM103Lisa Smith01/10/2020  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256             Music TitlesArtist CDs312.5  NON
CM103Lisa Smith01/10/2020  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256             Tee ShirtPlayer Tee Shirt115  NON

 

then utilize an importer tool

https://transactionpro.grsm.io/qbo