How to Import Credit Memos into QuickBooks Online using Autymate | Transactions Follow
How to Import Credit Memos into QuickBooks Online?
Are you thinking about finally converting your dull old data sheets into an easily-accessible document? Thanks to QuickBooks Online, it’s easier to track data changes in real-time without sacrificing work hours to free yourself from the mundane, endless manual update.
Now you can import Credit Memos into QuickBooks Online without worrying about errors and discrepancies and updating your spreadsheet before you get left out.
Autymate now fully syncs data from your excel sheet into the cloud, so you can monitor your accounts seamlessly throughout the day using QuickBooks Online.
In this article, we’ll take you by the hand on how to import Credit Memos into QuickBooks Online.
Import Credit Memos into QuickBooks Online Guide
Autymate Transactions for QuickBooks Online makes it easy to import your Credit Memos from Excel/CSV/Text/JSON/XML files or Cloud(GoogleSheets etc.) directly into QuickBooks Online.
To get started, you’ll need the following:
An active Autymate My Transactions account and an active QuickBooks Online account to import your Credit Memos. There are two ways to get started right now:
- Autymate My Transaction App Store (Recommended. If you are logged into your QuickBooks Online account)
- Autymate My Transaction Free Trial Link (If you are not logged into your QuickBooks Online account, you may use this way.)
Watch the video:
[Video]
Steps to Import Credit Memos into QuickBooks Online:
To import your Credit Memos into QuickBooks Online using Autymate My Transactions, follow the steps below:
- Select your source from the source dropdown e.g. CSV, Excel [Gif]
- Select your destination (QuickBooks Online) from the destination dropdown. [Gif]
- Select how you want your Auty-mation to run e.g. File Upload [Gif]
- Select the action to be done in destination e.g. Create Credit Memos [Gif]
- Upload your source file, which has the Credit Memos that you want to import and review the file data. [Gif]
- Connect new or choose from your existing QuickBooks Online Connections [Gif]
- Map the columns from your source data file to the corresponding fields in QuickBooks Online {List of all fields section link} [Gif]
- Preview or fix your invoices data before finally Importing to QuickBooks Online. [Gif]
- Name and finish your Auty-mation to import Credit Memos into QuickBooks Online with one click for future files. [Gif]
A few essential things to remember:
It is crucial to map the source file columns to the correct QuickBooks Online fields in Mapping step of the import. {Learn more about mapping. Separate article}
- Mapping correct fields will help Autymate Transactions (AMT) to import your invoices correctly into QuickBooks Online.
- We have an identical mapping screen to QuickBooks Online to make your life easier.
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Please refer to {Field Mappings Guide} for more info. If you need help to get your mappings right, feel free to contact our support.
Autymate My Transactions - QuickBooks Online Fields:
|Field Name|Description|Format|Table Name|
|—-|—-|—-|—-|
|Product/Service (key)|The Id of the item. When a line item lacks an ItemRef it is treated as documentation and the Line_Amount attribute is ignored.|String|CreditMemoLineItems|
|Product/Service Description|The description of the line item that appears in the printed record.|String|CreditMemoLineItems|
|Product/Service QTY|The number of items in the line item.|Single|CreditMemoLineItems|
|Product/Service Rate|The unit price of the item.|Decimal|CreditMemoLineItems|
|Product/Service Amount|The total amount of the charges or discounts for the given line. This includes the charges and allowances but excludes the tax amount.|Decimal|CreditMemoLineItems|
|Product/Service Class (name)|The name of the class entity of the line item.|String|CreditMemoLineItems|
|Product/Service Class (key)|The Id of the class entity of the line item.|String|CreditMemoLineItems|
|Service Date|The date when the service was performed.|DateTime|CreditMemoLineItems|
|Product or Service Name|The name of the item. When a line item lacks an ItemRef it is treated as documentation and the Line_Amount attribute is ignored.|String|CreditMemoLineItems|
|Location of Sale (name)|The name of the location of the transaction.|String|CreditMemos|
|Global Tax Calculation|The method used to apply the tax. This field is valid in only the UK, AU, IN, and CA editions.|String|CreditMemos|
|Discount Percent|An XML aggregate of line items on the credit memo.|String|CreditMemos|
|Exchange Rate|The currency exchange rate. This field is valid only if the company file is set up to use the multicurrency feature. In QuickBooks, exchange rates are always recorded as the number of home currency units it takes to equal one foreign currency unit. This field is available for the UK, AU, IN, and CA editions.|Decimal|CreditMemos|
|Sales Tax Code|The tax code for the transaction.|String|CreditMemos|
|Message|The message to the customer, visible on the transaction.|String|CreditMemos|
|Shipping Address Line 1|The first line of the shipping address.|String|CreditMemos|
|Shipping Address Line 2|The second line of the shipping address.|String|CreditMemos|
|Shipping Address Line 3|The third line of the shipping address.|String|CreditMemos|
|Shipping Address City|The city name|String|CreditMemos|
|Shipping Address Postal Code|The postal code.|String|CreditMemos|
|Shipping Address Country|The country name|String|CreditMemos|
|Shipping Address State|The region within a country.|String|CreditMemos|
|Statement Message|The private note about the transaction.|String|CreditMemos|
|Sales Tax Amount|The total tax calculated for the transaction, excluding any tax lines manually inserted into the transaction line list.|String|CreditMemos|
|Print Status|The print status of the credit memo.|String|CreditMemos|
|Email Status|The email status of the invoice.|String|CreditMemos|
|Apply Discount|This field sets whether discounts are applied before taxes are calculated.|Boolean|CreditMemos|
|Currency Code (key)|The Id of the currency used in the transaction.|String|CreditMemos|
|Currency Code (name)|The name of the currency used in the transaction.|String|CreditMemos|
|Customer (key)|The Id of the customer.|String|CreditMemos|
|Customer|The name of the customer or job.|String|CreditMemos|
|Email|The email address where the invoice is sent. If the value of EmailStatus is NeedToSend, BillEmail is a required input.|String|CreditMemos|
|Billing Address Line 1|The first line of the address.|String|CreditMemos|
|Billing Address Line 2|The second line of the address.|String|CreditMemos|
|Billing Address Line 3|The third line of the address.|String|CreditMemos|
|Billing Address City|The city name.|String|CreditMemos|
|Billing Address Country|The country name.|String|CreditMemos|
|Billing Address State|The country region. The state name for the USA or the province name for Canada.|String|CreditMemos|
|Billing Address Postal Code|The postal code. The zip code for the USA and Canada.|String|CreditMemos|
|Credit Memo Date|The date when this transaction occurred.|DateTime|CreditMemos|
|Custom Field 1|An XML aggregate of custom fields for the credit memo.|String|CreditMemos|
|Custom Field 2|An XML aggregate of custom fields for the credit memo.|String|CreditMemos|
|Custom Field 3|An XML aggregate of custom fields for the credit memo.|String|CreditMemos|
|Credit Memo No|The reference number for the transaction.|String|CreditMemos|
|Location of Sale (key)|The Id of the location of the transaction.|String|CreditMemos|
FAQ’s - Autymate Transactions for QuickBooks Online:
Q: I want to import Invoices with Invoice Numbers into QuickBooks from File. Is it supported?
A: Yes, you can import Invoice Numbers from File into QuickBooks Online. [Article]Q: Will Autymate Transactions for QuickBooks Online support QuickBooks Multi-Line Transactions?
A: Yes. Autymate Transactions support Multi-Line Transactions to import into QuickBooks Online. [Article]Q: I made some mistakes in the mapping. Your application imported wrongly. So my QuickBooks file got corrupted. Is there any way to undo or revert?
A: Yes, it is possible to undo imported transactions from QuickBooks Online using Autymate Transactions. [Article]Q: Are there any specific Import Settings?
A: Yes. We do have a couple of important settings for import. [Article]Q: Does Autymate Transactions for QuickBooks Online support taxes?
A: Yes, it supports Taxes. [Article]Q: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
A: Yes, you can import data with any date format. [Article]Q: Do you have any sample templates?
A: Yes, we do have sample data templates for all QuickBooks Online entities. [Article]Q: What are the file types supported by Autymate My Transactions for QuickBooks Online?
A: Autymate support CSV and Excel at the moment but we will support 250+ systems to get your source data in the next releases.Q: How do I report the issues if I am stuck?
A: Feel free to drop an email to support@autymate.com
Possible Errors with a suggestion to fix them:
Error Message | Suggestion |
---|---|
An unexpected error occurred while accessing or saving your data. Please wait a few minutes and try again. If the problem persists, contact customer support | -> [See Guide] (link) |
in Email column is not valid | Please correct the value in Email column. Correct format could be: abc@xyz.com. -> [See Guide] (link) |
Web Site URL does not have correct format. Supplied value: | The value in the [Website] column is incorrect. The correct website URL format in QuickBooks Online is ‘http://website.com.’ |
Required value for is missing | This error occurs when no line details are provided for creating this entity in Quickbooks. Please map either the ‘Category’ or ‘Product/Service’ required fields to fix it. For Category: The category (name) field is required. For Product/Service: Product/Service (name), Product/Service Qty, and (Product/Service Rate or Product/Service Amount) are required. |
in Email column is not valid | This error message appears when an incorrect email address is entered. To fix this issue, enter the email address in the format: abc@xyz.com. |
Web Site URL does not have correct format. Supplied value: | This error message appears when the value in the [Website] column is incorrect. The correct website URL format in QuickBooks Online is ‘http://website.com. |
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