• Contents

Importing Customer Credit Memos into QuickBooks Online

Last updated 08/06/2020

This article explains 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.

Importing All Credit Notes at the same time

This method will import all 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 Sales tab
  3. Select Credit Notes
  4. Tick the All checkbox
  5. Click 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.

Importing Individual Transactions

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

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

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

 

FAQs

Is it possible to automate order imports?

We have no current plans to automate importing orders; manually pressing the button adds a level of scrutiny that we think encourages good accounting practice.