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Importing Supplier Credit Notes to QuickBooks Online

Last updated 08/01/2021

How to import a Supplier Credit Note into QuickBooks Online.

Overview


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

  • The total of the Supplier Credit Note is not 0, and
  • A Supplier Invoice No and invoice date have been entered into the Credit Note.

You will need to import the suppliers before importing the Supplier Credit Notes. This means that any new Suppliers in Cin7 can be matched to existing Suppliers in QuickBooks Online correctly.

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

Importing Suppliers Credit Notes


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

All Credit Notes at once

This method will import all Supplier 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 Purchases tab.
  3. Select Supplier Credit Notes.
  4. Select the checkbox next to Cin7 ID.
  5. Select Upload All.

A confirmation will notify you if all Supplier 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 Supplier Credit Note, or inspect the Credit Note, before importing. To do this:

  1. From the left navigation, select Accounting, then QuickBooks Online.
  2. Select Purchases tab.
  3. Select Supplier Credit Notes.
  4. Select the checkbox for Supplier Credit Notes you wish to import.
  5. Select Upload All.

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

 

FAQs

Is it possible to automate order imports?

Automatically importing orders is not currently supported. Manually selecting the button for each order(s) adds a level of scrutiny that encourages good accounting practice.