#Quickbooks credit memo refund check how to#
#Quickbooks credit memo refund check update#
#Quickbooks credit memo refund check software#
#Quickbooks credit memo refund check code#

#Quickbooks credit memo refund check code#

Refers to the sales-tax code for sales related to this customer. More in importing tax transactions (accepted values true or false) Only for CA, UK and AU editions of QuickBooks. Prompt user to email this credit memo from QuickBooks, customer needs to have email address (accepted values true or false)įlag to determine whether the amounts are inclusive or exclusive of tax. QuickBooks uses the term FOB, ?freight on board,? to indicate the place from which the product is shippedĪ standard message to a customer that comes from the QuickBooks listĬheck box to prompt user to print the form (accepted values true or false) Initials of the sale rep, A sales representative must be on the Employee, Vendor, or Other Names list within QuickBooks Payment terms for the Customer, This will be an item on the DateDrivenTerms or StandardTerms listĭate payment due, if not mapped QuickBooks may calculate this based on Customers defualt terms Assigned to the entire transaction.Ī sales-tax item is used to calculate a single sales tax that is collected at a specified rate and paid to a single agencyĪ shipping method, for example, standard mail or overnight delivery Sales tax code item (US only) more on importing Sales Tax Codes into QuickBooks. value accepted true or falseĪ finance-charge item has been added to the credit memo If IsPending is set to true, the credit memo has not been completed. Shipping Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information

#Quickbooks credit memo refund check update#

If Update address details selected then customers Email number updated If Update address details selected then customers Fax number updated If Update address details selected then customers Phone number updated MANDATORY FIELD - Credit Memo Reference number, duplicate RefNumbers are accepted in QuickBooks, see also Auto Numberingīilling Address lines 1-5, City, State, Postal Code and Country see importing address into QuickBooks for more information The date of the credit memo, If you leave TxnDate out the mapping, QuickBooks will prefill it with the date of the credit memo that was most recently saved.

#Quickbooks credit memo refund check how to#

Templates specify how to print the credit memo Refers to an accounts receivable account in the QuickBooks file If Axis cannot find a Customer then it will create a new customer record.Ĭurrency to be used if creating a new Customer, otherwise currency is determined by the currency for the existing CustomerĬlass used for the credit memo, must exist in QuickBooks MANDATORY FIELD - Customer Full Name as appears in QuickBooks ie ACME Inc:Project 101:Job A ,colons are used as a separators. What fields can be mapped when importing credit memos QuickBooks Field

Need to create a refund from a Credit Memo? - If you need to create a refund of a payment to a customer for a credit then use a Check type import and use the fields for Apply Check to Txn ID and Apply Check to Txn Amount in order to apply refund amount to the Credit Memo, you will also need to map the Expense Account to the Accounts Receivable account and the Expense Amount as the amount of the refund.

Need to apply a credit memo to an invoice? In order to apply a credit memo to an invoice make sure that the credit memo and invoice already exist in QuickBooks then use the Receive Payment type transaction import and when applying the credit to the specific invoice set the fields for SetCreditMemoRef (ie the reference number of the credit memo in QuickBooks) and SetCreditAmount fields.

Click Import and your credit memos will be directly added to your QuickBooks company file:įor more information about importing credit memos into QuickBooks, search the Knowledge Base, watch the movies in the Learning Centre, or raise a ticket with Zed Support.

Set up the a Mapping of the columns in your credit memos import file to the corresponding fields in QuickBooks.

Select your text file or spreadsheet which contains the credit memos that you want to import.

Open your QuickBooks company file as Administrator and open Zed Axis.

#Quickbooks credit memo refund check software#

Step to import credit memosĪfter downloading and installing the Zed Axis software on your computer. Using Zed Axis software you can import credit memos from text files or from Excel spreadsheets directly into QuickBooks. In QuickBooks Desktop a credit memo is used to track credits sent to customers. Overview of importing credit memos into QuickBooks Desktop