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Prepare your Credit Memo data with the following template
RefNumber | Customer | TxnDate | Location | Class | BillAddrLine1 | BillAddrLine2 | BillAddrLine3 | BillAddrLine4 | BillAddrCity | BillAddrState | BillAddrPostalCode | BillAddrCountry | ShipAddrLine1 | ShipAddrLine2 | ShipAddrLine3 | ShipAddrLine4 | ShipAddrCity | ShipAddrState | ShipAddrPostalCode | ShipAddrCountry | PrivateNote | Msg | BillEmail | Currency | ExchangeRate | ShipAmt | ShipItem | DiscountAmt | DiscountRate | TaxAmt | DiscountTaxable | LineServiceDate | LineItem | LineDesc | LineQty | LineUnitPrice | LineAmount | LineClass | LineTaxable |
CM101 | Janice Johnson | 01/10/2020 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Customer Memo | 12 | Shipping | 0.02 | MP3 Player | Blue MP3 Player | 2 | 55 | TAX | |||||||||||||||||
CM101 | Janice Johnson | 01/10/2020 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Customer Memo | 12 | Shipping | 0.02 | Leather Case | Leather Case | 2 | 10 | TAX | |||||||||||||||||
CM101 | Janice Johnson | 01/10/2020 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | 110 Main Street | Suite 2000 | Dallas | TX | 99875 | Special Handling | Customer Memo | 12 | Shipping | 0.02 | Gift Cards | Gift Cards | 2 | 5 | TAX | |||||||||||||||||
CM102 | Leonard Walker Inc | 01/10/2020 | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Customer Memo | Handhelds | Portable Game Player | 1 | 100 | TAX | |||||||||||||||||||||||
CM102 | Leonard Walker Inc | 01/10/2020 | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Software | 1 Year Warranty | 1 | 25 | TAX | ||||||||||||||||||||||||
CM102 | Leonard Walker Inc | 01/10/2020 | 9 Winding Road | Winchester | NY | 12345 | 9 Winding Road | Winchester | NY | 12345 | Extended Warranty | 1 Year Extended Warranty | 1 | 5 | TAX | ||||||||||||||||||||||||
CM103 | Lisa Smith | 01/10/2020 | 19 Jerico Drive | Bensalem | PA | 84256 | 19 Jerico Drive | Bensalem | PA | 84256 | Gift Certificate | $50 Gift Certificate | 1 | 50 | NON | ||||||||||||||||||||||||
CM103 | Lisa Smith | 01/10/2020 | 19 Jerico Drive | Bensalem | PA | 84256 | 19 Jerico Drive | Bensalem | PA | 84256 | Magazine Subscription | Annual Magazine Subscription | 2 | 12 | NON | ||||||||||||||||||||||||
CM103 | Lisa Smith | 01/10/2020 | 19 Jerico Drive | Bensalem | PA | 84256 | 19 Jerico Drive | Bensalem | PA | 84256 | Music Titles | Artist CDs | 3 | 12.5 | NON | ||||||||||||||||||||||||
CM103 | Lisa Smith | 01/10/2020 | 19 Jerico Drive | Bensalem | PA | 84256 | 19 Jerico Drive | Bensalem | PA | 84256 | Tee Shirt | Player Tee Shirt | 1 | 15 | NON |
then utilize an importer tool
https://transactionpro.grsm.io/qbo