Import Credit Memos into QuickBooks Desktop
You can easily import Credit Memos from Excel to your QuickBooks Desktop directly through Dancing Numbers (Desktop). This tool is built exclusively for QuickBooks Desktop.
Dancing Numbers (Desktop) support QuickBooks Premier, Pro, Accountant, and Enterprise editions.
You can download a free trial of the software easily from the Dancing Numbers Website. Follow the below-mentioned steps to get step by a step installation procedure.
Steps for Importing Credit Memos to QuickBooks Desktop
Now, it’s easier to import with Dancing Numbers with the powerful and simplified wizard. To start the bulk import of your files data to QuickBooks follows the mentioned steps.
First of all click Import (Start) button available on the home screen.
Step 1 – For the selection of file click “Select your file”, you can also click “Browse File” to browse and choose the desired file from the local computer, alternatively you can click the “View Sample file” to go to the Dancing Numbers sample file.
Step 2 – Mapping: Now in the second step set up the mapping of the file column related to QuickBooks fields. Dancing Numbers template file do this step automatically, to use it download the Dancing Numbers template file
Step 3 – Review and Import: To review your file data on the preview screen, just click on “next” which shows your file data before Importing to QuickBooks.
For more detailed instructions on the steps go through this article.
Mapping QuickBooks Fields
|It should be in text and the max length is 41 characters|
Customer name for the transactions
The date on which transactions have happened.
|Needs to be Numeric|
Reference number related to the transaction. By default, this value is used for internal processing by Dancing Numbers (Desktop), & QuickBooks auto-generate the new value which can be changed in import settings.
|It should be in Text|
Payments which the company received from the customers who purchased goods or services from the company.
|It is in text|
The tax which is paid
The internal note is for the organization.
Message from customer
Customer Tax Code
Code of the tax given by the customer
Amount paid by the customer
Billing Address Line 1
The first line of address
Billing Address Line 2
The second line of address
Billing Address Line 3
The third line of address
Billing Address Line 4
The fourth line of address
Billing Address Line 5
The fifth line of address
City of Billing address
State of the billing address
Billing Postal Code
Country of billing address
To mention special comments
Ship Address Line 1
The first line of shipping address
Ship Address Line 2
The second line of shipping address
Ship Address Line 3
The third line of shipping address
Ship Address Line 4
The fourth line of shipping address
Ship Address Line 5
The fifth line of shipping address
|Text||City of the shipping address|
State of the shipping address
Ship Postal Code
Postal code of shipping address
|Text||Country of Shipping address|
Any additional comments related to shipping
Details of the item mentioned
|Numeric||Number of the items related to the transaction|
Unit of Measure
|Numeric||Amount of the product/Item|
|Item Tax||Tax/Non Tax|
Tax Associated/Applicable for the Item/Service
|Numerical||Per Unit rate of the item|
|Unique ID||Internal QuickBooks ID|
A unique number assigned by QuickBooks
A host of powerful customizations for your file data is available with Import Settings on the Top Right Corner.
Many users would have some questions while moving data to your QuickBooks Desktop. Some of the questions are mentioned below:
Que: I want to import Credit Memos including Credit Memos Numbers from the File. Will it be supported?
Ans: Yes. It will be supported.
Que: Will your application support Multi-Line Transactions?
Ans: Yes. However, the same Credit Memos Number required to be mentioned in multiple lines to group the lines.
Que: I made some mistakes in the Import process and my QuickBooks reports have been corrupted. Can I undo or revert my Import?
Ans: It is possible to undo the import partially/ completely with the Delete feature available.
Que: Does your app support taxes?
Ans: Yes. It supports
Que: I don’t want to create products automatically for my Credit Memos, also I am unable to create products before each upload. Will it be supported?
Ans: Yes. It is. You can do auto-create unavailable products/ services or you can also skip it during the Import process.
Que: My file has some specific date format. I don’t want to change the file. Will your product support all date formats?
Ans: No. It needs to specify the specific date format as MM/DD/YYYY
Que: Do you have any sample templates?
Ans: Yes. We do have. Sample Template
Que: File types supported by your application?
Ans: XLS, XLSX, etc are Supported File Formats
Que: Where to contact if I am stuck?
Ans: Feel free to drop an email to email@example.com