AddieC
QuickBooks Team

Other Questions

Hello,

 

QuickBooks Online is a flexible solution for your business bookkeeping. There's tons of options for you to take advantage of when it comes to importing and exporting data in your account. I know how handy it would be to have the option to import credit memos into QBO. I'd be happy to explain the information you're able to import and the limitations.

 

To import data into QBO, click the Gear icon > Import Data. From there, you can select any of the following items to import:

  • Bank Data
  • Customers
  • Suppliers
  • Chart of Accounts 
  • Products and Services
  • Invoices
  • Bills

At this time, you're not able to import credit memos. You can make them within the account easily! All you have to do is click + New > Credit Memo.

 

If this is a feature you'd like to see incorporated into QuickBooks Online in the future, I'd recommend leaving us your ideas by clicking the Gear icon > Feedback

If you have any other questions, please don't hesitate to reach out to our tech support team.

Cheers.