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info@hadgraftele
Jun 4, 2021 1:41 AM UTC
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Can I import supplier credit notes into QB from excel spreadsheet?

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payment after leavingAnswer
Jan 26, 2022 10:52 AM UTC

Hi mugelbbub It's not possible to import supplier credit notes into QuickBooks, you can however import customer credit notes. The system differentiates between the two by the names, supplier credit and Credit note (relating to customers).

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8 replies

MirriamM
Jun 4, 2021 6:53 AM UTC

Hello there, @info@hadgraftele.

 

Yes, you can import credit notes in QuickBooks Online (QBO). You can do this by uploading your CSV file. 

 

Let me show you how:

  1. Click the Gear icon at the top.
  2. Select Import Data.
  3. Choose Import credit notes.
  4. Upload your CSV file. 
  5. Map column headings. 
  6. Import credit notes.

For more details about this process, see this article: How to import credit notes.

 

I also recommend checking the screenshot below to know what's required when importing credit notes. 

 

If you have any other questions about importing credit notes, please feel free to add a comment below. I'm happy to serve you. Have a great day. 

mugelbbub
Jan 26, 2022 9:44 AM UTC

Hi all

 

Am looking too for uploading Supplier Credit Notes but your instructions to this question appear to be for Customer Credit notes not suppliers.


Is it the same import? How does QBO know is a supplier and not a customer?

 

Thanks

payment after leavingAnswer
Jan 26, 2022 10:52 AM UTC

Hi mugelbbub It's not possible to import supplier credit notes into QuickBooks, you can however import customer credit notes. The system differentiates between the two by the names, supplier credit and Credit note (relating to customers).

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