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Replying to:
IamjuViel
QuickBooks Team

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Hello there, @Iceguy.

 

I'd be delighted to share additional details on how you can import your credit memo.

 

To download a sample IIF file with a correct format in importing credit memo, you may check out article: IIF Overview: import kit, sample files, and headers.

 

You can also import these credit memos using Batch Enter Transactions. Here's how:

  1. Go to Accountant.
  2. Choose Batch Enter Transactions.
  3. Select the Invoices and Credit Memos.
  4. Choose the specific Account where it will be posted,
  5. Enter the necessary information on each columns in the spreadsheet.  
  6. Click Save Transactions.

That should do it! Feel free to visit us here in the Community if you have other questions about importing batch transactions. I'm always here to help.

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