![]() ![]() |Shipping Address Line 3|The third line of the shipping address.|String|CreditMemos| |Shipping Address Line 2|The second line of the shipping address.|String|CreditMemos| |Shipping Address Line 1|The first line of the shipping address.|String|CreditMemos| ![]() |Message|The message to the customer, visible on the transaction.|String|CreditMemos| |Sales Tax Code|The tax code for the transaction.|String|CreditMemos| This field is available for the UK, AU, IN, and CA editions.|Decimal|CreditMemos| 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 valid only if the company file is set up to use the multicurrency feature. |Exchange Rate|The currency exchange rate. |Discount Percent|An XML aggregate of line items on the credit memo.|String|CreditMemos| This field is valid in only the UK, AU, IN, and CA editions.|String|CreditMemos| |Global Tax Calculation|The method used to apply the tax. |Location of Sale (name)|The name of the location of the transaction.|String|CreditMemos| When a line item lacks an ItemRef it is treated as documentation and the Line_Amount attribute is ignored.|String|CreditMemoLineItems| |Product or Service Name|The name of the item. |Service Date|The date when the service was performed.|DateTime|CreditMemoLineItems| |Product/Service Class (key)|The Id of the class entity of the line item.|String|CreditMemoLineItems| |Product/Service Class (name)|The name of the class entity of the line item.|String|CreditMemoLineItems| This includes the charges and allowances but excludes the tax amount.|Decimal|CreditMemoLineItems| |Product/Service Amount|The total amount of the charges or discounts for the given line. |Product/Service Rate|The unit price of the item.|Decimal|CreditMemoLineItems| |Product/Service QTY|The number of items in the line item.|Single|CreditMemoLineItems| |Product/Service Description|The description of the line item that appears in the printed record.|String|CreditMemoLineItems| |Product/Service (key)|The Id of the item. |Field Name|Description|Format|Table Name| Autymate My Transactions - QuickBooks Online Fields: If you need help to get your mappings right, feel free to contact our support. Map the columns from your source data file to the corresponding fields in QuickBooks Online for more info.Connect new or choose from your existing QuickBooks Online Connections.Upload your source file, which has the Credit Memos that you want to import and review the file data.Select the action to be done in destination e.g.Select how you want your Auty-mation to run e.g.Select your destination (QuickBooks Online) from the destination dropdown.Select your source from the source dropdown e.g.To import your Credit Memos into QuickBooks Online using Autymate My Transactions, follow the steps below: Steps to Import Credit Memos into QuickBooks Online: Autymate My Transaction Free Trial Link (If you are not logged into your QuickBooks Online account, you may use this way.).If you are logged into your QuickBooks Online account) Autymate My Transaction App Store (Recommended.There are two ways to get started right now: To get started, you’ll need the following:Īn active Autymate My Transactions account and an active QuickBooks Online account to import your Credit Memos. Import Credit Memos into QuickBooks Online GuideĪutymate 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. In this article, we’ll take you by the hand on how to import Credit Memos into QuickBooks Online. Now you can import Credit Memos into QuickBooks Online without worrying about errors and discrepancies and updating your spreadsheet before you get left out.Īutymate now fully syncs data from your excel sheet into the cloud, so you can monitor your accounts seamlessly throughout the day using QuickBooks Online. ![]() How to Import Credit Memos into QuickBooks Online?Īre 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.
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