Name of the PriceLevel of the service or item for the line. When a line lacks an ItemRef it is treated as documentation and the Line.Amountattribute is ignored. Reference to the Class for the line item. Indicates the total credit amount still available to apply towards the paymentįree form text description of the line item that appears in the printed record. If true app will find CreditMemo with same CreditMemo number and will update. Valid values: NotSet, NeedToSend, EmailSentĬustom field based on order in your QuickBooks config. Valid values: NotSet, NeedToPrint, PrintComplete. If EmailStatus is NeedToSend, Billing e-mail is status Identifies the e-mail address where the invoice is sent. If true, subtract the discount first and then calculate the sales tax. If false or null, calculate the sales tax first, and then apply the discount. Allowed values are: Ta圎xcluded, TaxInclusive, and NotApplicable. Name of the sales Term associated with the transaction. Name of the Class associated with the transaction. Region within a country (state name for USA, province name for Canada). Postal code (zip code for USA and Canada).īilling address: Country (Shipping address: Country)īilling address: Region (Shipping address: Region) Please, provide its Display name, as soon as if it is different from the one you meant, invoice will be associated with another customer.īilling address: Line 1 (Shipping address: Line 1)īilling address: Line 2 (Shipping address: Line 2)īilling address: Line 3 (Shipping address: Line 3)īilling address: City (Shipping address: City)īilling address: Postal code (Shipping address: Postal code) Thank you for your business and have a great day! User-entered message to the customer this message is visible to end user on their transactions. Total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list. This note does not appear on the credit memo. User entered, organization-private note about the transaction. Location of the transaction, as defined using location tracking in QuickBooks Online. The date entered by the user when this transaction occurred. Here is a small How-to guide that will help you to prepare your Excel properly and create correct mapping: QuickBooks Field How-to Guide – How to import Credit Memos to QuickBooks Online Or check it out at your QuickBooks Online account. See your Credit Memos import result in your e-mail or in Scheduled import tab. Don’t wait until it’s done – you will be notified by e-mail. Review if the information is entered correctly and click on the Next button. Select Company (you want to import to) and Entity ( Credit Memos), and connect Provider’s labels to Your Labels. Choose the list in your Excel, which contains Credit Memos you want to import into QuickBooks Online. If NeedToSend, then a Bill e-mailis required.ģ. Or use our Products autocreation funstion. Sales item: Product Name – write an existin Product Name. Print status – select NotSet, NeedToPrint, PrintComplete.Į-mail status – select NotSet, NeedToSend*, EmailSent. Or create a new one in QuickBooks Online. *Important Notes for your Credit Memos spreadsheets:Ĭustomer– please, provide an existing Customer name. Upload your Excel file or paste the DropBox or Google.Drive link. Sign in to Business Importer and connect it to QuickBooks.Ģ. To import Credit Memos into QuickBooks Online, please, follow 5 simple steps:ġ. How to import Credit Memos to QuickBooks Online: 5 steps Using Business Importer, you can easily and fast import Credit Memos into QuickBooks Online.
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