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info@hadgraftele
June 4, 2021
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Can I import supplier credit notes into QB from excel spreadsheet?

  • June 4, 2021
  • 1 reply
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Best answer by payment after leaving

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).

1 reply

M
MirriamM
June 4, 2021

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. 

M
mugelbbub
January 26, 2022

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

P
payment after leavingAnswer
January 26, 2022

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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