Using Quickbooks Desktop

Importing Customer Credit Notes into QuickBooks Enterprise

How to import Customer Credit Notes into QuickBooks Enterprise.

Overview

Cin7 Customer Credit Notes can be imported into QuickBooks Enterprise, provided the following two conditions are fulfilled:

• The total of the Credit Note is not greater than or equal to 0, and
• an invoice date and Customer Credit Invoice Number have been entered into the Customer Credit Note

You will need to import the Customers before importing the Customer Credit Notes. This means that any new customers in Cin7 can be matched to existing Customers in QuickBooks Enterprise correctly.

A Customer Credit Note, once imported to QuickBooks Enterprise, will apply to a Customer account and must be manually applied to an invoice or payment by your bookkeeper or accountant.

Customer Credit Notes will credit the inventory asset account.

Importing Customer Credit Notes

There are two ways to import Customer Credit Notes into QuickBooks Enterprise.

All Credit Notes at once

This method will import all Customer Credit Notes at the same time. This is the quickest way to import all Credit Notes.

1. From the left navigation, select Accounting, then QuickBooks Enterprise.
2. Click Import And Update Contacts to update or import any new Customers.
   For more information, see Importing Contacts to QuickBooks Enterprise.
3. Click Import Customer Credit Memos.

A confirmation will notify you if all Credit Notes have been imported successfully.

Individual Credit Notes

You may wish to only import one Customer Credit Note, or inspect the Credit Note, before importing. To do this:

1. From the left navigation, select Accounting, then QuickBooks Enterprise.
2. Select Import And Update Vendors to update or insert any new Vendors.
   For more information, see Importing Customers and Vendors to QuickBooks Online.
3. Select Choose, next to Import Customer Credit Memo.
   The number in brackets represents the number of Credit Notes awaiting import.
4. Check the specific Credit Notes you would like to import.
5. Select Import/Update Customer Credit Memo.

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