Last updated 08/01/2021
Cin7 Supplier Credit Notes can be imported into QuickBooks Enterprise, provided the following two conditions are fulfilled:
You will need to import the vendors before importing the Supplier Credit Notes. This means that any new suppliers in Cin7 can be matched to existing vendors in QuickBooks Enterprise correctly.
A Supplier Credit Note, once imported to QuickBooks Enterprise, will apply to a supplier account and must be manually applied to an invoice or payment by your bookkeeper or accountant.
Supplier Credit Notes will credit the inventory asset account.
There are two ways to import Supplier Credit Notes into QuickBooks Enterprise.
This method will import all Supplier Credit Notes at the same time. This is the quickest way to import all Credit Notes.
A confirmation will notify you if all Credit Notes have been imported successfully.
You may wish to only import one Supplier Credit Note, or inspect the Credit Note, before importing. To do this:
When choosing which Credit Notes to import, you can also match contacts at the same time. In this case you may wish to skip step 2 above.
There are currently no plans to automate importing transactions; manually pressing the button adds a level of scrutiny that we think encourages good accounting practice.
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