How to Import Customer Credit Notes into QuickBooks?

by James Antonio

Users are struggling with how to import Customer Credit Notes into QuickBooks no need to worry; this guide makes it easy for you. In this guide, we will walk you through quick and simple steps so that you can save your time and focus on other work for your business.

Import Customer Credit Notes into QuickBooks

Things can be imported into QuickBooks

The below-listed are the following things that you can import into QuickBooks with much ease:

  1.  Supports multi-currency
  2.  For each invoice, credit notes can be imported with several line items OR as a complete value.
  3.  VAT codes are mapped so there’s no need to update the VAT codes before importing into QuickBooks VAT code formats.

Important Note: It is recommended that a maximum of 100 credit notes can be imported at one point of time.

Quick and simple steps to import customer credit notes into QuickBooks

Check out the appropriate steps to import your credit notes. It is advisable for you to follow the steps in the given sequence order only. If you missed out any steps or do not go with the sequence order then import might not happen successfully and might give you errors. So do perform the steps with lots of attention. The steps involved:

Step 1: Open your Import Credit Notes Tool

Open your Import Credit Notes Tool

  • Initially, open your QuickBooks
  • Next, Go to Gear icon that you can see on the top
  • Now, under the Tools section select “Import Data” using the drop-down
  • At last, choose the option named “Import credit notes

Step 2: Next, you have to upload your CSV file

Open your Import Credit Notes Tool

  • The very first step is to preview the credit notes that you wish to import
  • When you verified all the mandatory fields are correct
  • Then select Browse and choose the file with an extension .csv

Note: If no item is present QuickBooks will populate this field with a generic item called “Sales”

  • Now, you can see that there is auto-create option
  • You can create new line items or customers
  • In case, if you want auto create line item and/or customers then you can check out the applicable option
  • Once find then hit the “Next” option

Step 3: Map Column Headings

Map column headings

  • Firstly, make sure that the mandatory fields must be marked with an asterisk (*)
  • Along with that other required field must not be present or “Not Applicable” should be selected
  • Now, choose the format of the date, i.e. DD/MM/YYYY that you’ve used
  • Next, choose the VAT option if relevant; Inclusive or Exclusive.
  • In case, if VAT option is not available or not set up in QuickBooks
  • Then map your VAT code on the final page of mapping
  • And then click on the “next” button
  • If any mapping problems will be illustrated at this point so you can go back and fix them.

Step 4: Import Credit Notes

Import Credit Notes

  • Once you are completed the mapping section then an import summary will appear on your screen
  • Now, click on the “Start Import” and the process will start importing
  • Once the import process completed then an import summary display on the screen
  • In case, any credit notes fail to import then make a note why it happens
  • Next, hit the “All Done” and then you get a final overview of your completion
  • Finally, press the “Ok” button to complete the process.

So, you can perform the above-mentioned carefully steps and import Customer Credit Notes into QuickBooks at ease.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Exports

Deletes

Customization

How Dancing Numbers Will Help You

 

Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows

Deployment

  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

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