apply a credit memo in quickbooks online

APPLY A CREDIT MEMO IN QUICKBOOKS ONLINE TRIAL

In the mapping screen, we have the ' Preview Mapping' button which can help you to visualize your current mappings as per the QuickBooks screen with your file headers.

This mapping will enable us to import your transactions properly in to QuickBooks company.

You need to map your file headers to ' SaasAnt Transactions (Online)' fields.

The important step in the import is to map your file headers to QuickBooks field in Step 3 of the import. Step 4: Click Import and your Credit Memo will be directly added to your QuickBooks company. Step 3: Set up the mapping of the columns in your Credit Memo import file to the corresponding fields in QuickBooks (Refer below Section). Step 2: Select the QuickBooks entity as Credit Memo / Adjustment Note. Step 1: Select your file and spreadsheet which has the Credit Memo that you want to import. To import Credit Memos into QuickBooks Online using the SaasAnt Transactions (Online) application, follow the steps belowĬlick on the ' Upload File' Menu and upload your file. Steps to Import Credit Memos into QuickBooks Online

APPLY A CREDIT MEMO IN QUICKBOOKS ONLINE TRIAL

Y ou can get a free trial of the product in the QuickBooks AppStore.

You can import Credit Memos from Excel spreadsheets or text files directly into QuickBooks Online using the SaasAnt Transactions (Online) application.Ĭonnect your QuickBooks Online to SaasAnt Transactions (Online) App from QuickBooks AppStore by clicking the ' Get App Now' button.

Apply a credit memo in quickbooks online