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mahmoud-abdelazi
Level 1
posted
‎May 04, 2023 09:45 AM
last updated ‎May 04, 2023 9:45 AM

How to import credit notes ?

I need to import a bulk credit notes ?

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2 Comments 2
jenop2
QuickBooks Team
QuickBooks Team
‎May 04, 2023 10:50 AM

How to import credit notes ?

Hi there, mahmoud.

 

I can see that a similar question about importing credit notes was also asked in a separate thread. Let me share the other link so you can follow the steps that are provided by one of the members of the forum: https://quickbooks.intuit.com/learn-support/global/manage-customers-and-income/i-need-to-know-how-we...

 

The Community is always here if you need anything else. 

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Fiat Lux - ASIA
Level 15
‎May 04, 2023 07:18 PM

How to import credit notes ?

@mahmoud-abdelazi 

Prepare your Credit Memo data with the following template

RefNumberCustomerTxnDateLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailCurrencyExchangeRateShipAmtShipItemDiscountAmtDiscountRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
CM101Janice Johnson#########  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo[email address removed]  12Shipping 0.02   MP3 PlayerBlue MP3 Player255  TAX
CM101Janice Johnson#########  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo[email address removed]  12Shipping 0.02   Leather CaseLeather Case210  TAX
CM101Janice Johnson#########  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingCustomer Memo[email address removed]  12Shipping 0.02   Gift CardsGift Cards25  TAX
CM102Leonard Walker Inc#########  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345  Customer Memo[email address removed]         HandheldsPortable Game Player1100  TAX
CM102Leonard Walker Inc#########  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345   [email address removed]         Software1 Year Warranty125  TAX
CM102Leonard Walker Inc#########  9 Winding Road   WinchesterNY12345 9 Winding Road   WinchesterNY12345   [email address removed]         Extended Warranty1 Year Extended Warranty15  TAX
CM103Lisa Smith#########  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256   [email address removed]         Gift Certificate$50 Gift Certificate150  NON
CM103Lisa Smith#########  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256   [email address removed]         Magazine SubscriptionAnnual Magazine Subscription212  NON
CM103Lisa Smith#########  19 Jerico Drive   BensalemPA84256 19 Jerico Drive   BensalemPA84256   [email address removed]         Music TitlesArtist CDs312.5  NON

 

then use an importer tool to proceed

https://get.transactionpro.com/qbo

 

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