QuickBooks Online is a flexible solution for your business bookkeeping. There's tons of options for you to take advantage of when it comes to importing and exporting data in your account. I know how handy it would be to have the option to import credit memos into QBO. I'd be happy to explain the information you're able to import and the limitations.
To import data into QBO, click the Gear icon > Import Data. From there, you can select any of the following items to import:
Bank Data
Customers
Suppliers
Chart of Accounts
Products and Services
Invoices
Bills
At this time, you're not able to import credit memos. You can make them within the account easily! All you have to do is click + New > Credit Memo.
If this is a feature you'd like to see incorporated into QuickBooks Online in the future, I'd recommend leaving us your ideas by clicking the Gear icon > Feedback.
If you have any other questions, please don't hesitate to reach out to our tech support team.
Thanks for joining in on this thread @Westfair TV Audio. I know how helpful it would be to have the option to import credit memos into QuickBooks Online. I'm going to pass this feedback along on my end, but I hope you'll use the Feedback option that can be accessed by the Gear icon to have your voice heard as well. This way, you're sending a direct request to our product development team which helps them to prioritize the new features and improvements that will be made to the program. All the best!
I've got the same issue; we need to be able to import either
a) invoices with a negative quantity & value
-or-
b) credit memos
Can do neither in QBO here in Canada.
I've noted however that the Import Credit Memo functionality does already exist for those using QBO in the UK; which should indicate something fairly easy to provide to others; given the coding already to a large degree exists.
I've noted the responses and, yes, we know a credit memo can be manually entered; however it's a manual process; time consuming when dealing with numerous credit memos that, like invoices and bills could otherwise be imported; and are already being imported by other QBO users..
Whomever reads this comment; kindly use the gear>feedback to voice your concern to whomever reads them at the other end; hopefully someone hears us and implements this basic function.