Using QuickBooks Online

Importing Customer Credit Notes into QuickBooks Online

How to import a Customer Credit Note into QuickBooks Online.

Overview

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

• The total of the Credit Note is not 0, and
• A Sales Reference and invoice date have been entered into the Credit Note.

We recommend importing customers before importing Credit Notes. This means that any new customers in Cin7 can be matched to existing customers in QuickBooks Online correctly.

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

The corresponding "Cost of Goods Returned" is not imported to QuickBooks Online at the same time as the Customer Credit Note, and follows the same principles as Cost of Goods Sold. For more information, see Cost of Goods Sold in Cin7.

Importing Customer Credit Notes

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

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 Online.
2. Select the Sales tab.
3. Select Credit Notes.
4. Select the All checkbox.
5. Select Upload All.

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

Imported Credit Notes will be available as Credit Memos in QuickBooks Online.

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 Online.
2. Select the Sales tab.
3. Select Credit Notes.
4. Select the Credit Notes you wish to import.
5. Select Upload All.

Imported Credit Notes will be available as Credit Memos in QuickBooks Online.

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