You can import credit memos from text files or from Excel spreadsheets directly into QuickBooks using the Zed Axis software. Download and install the Zed Axis software on your computer.
- Open your QuickBooks company file as Administrator and open Zed Axis
- Select your text file or spreadsheet which contains the credit memos that you want to import.
- Set up the a Mapping of the columns in your credit memos import file to the corresponding fields in QuickBooks
- Click Import and your credit memos will be directly added to your QuickBooks company file:
For 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
Customer Ref
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Str 209
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Customer name as it appears in QuickBooks, if Axis cannot find a Customer then it will create a new customer record |
Class Ref
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Str |
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AR Account
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Str 31
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Refers to a accounts receivable account in the QuickBooks file
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Template Ref
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Str 31
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Specifies how to print the invoice |
| Txn Date |
Date |
The date of the credit memo, if you leave it out of the mapping, QuickBooks will prefill it with the date of the credit memo that was most recently saved
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Credit Memo Ref
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Str 11
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Bill Address block
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Bill Note
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| Phone |
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| Fax |
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| Email |
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Ship Address block
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| IsPending |
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PO Number
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Terms Ref
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Due Date
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Sales Rep
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| FOB |
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Ship Date
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Ship Method
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Item Sales Tax
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| Memo |
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Customer Msg
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| IsToBePrinted |
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| IsToBeEmailed |
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| IsTaxIncluded |
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| CustomerSalesTaxCode |
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| Other1 |
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| Other2 |
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| ExchangeRate |
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| Item Ref |
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| Description |
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| Quantity |
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UnitOfMeasure
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| Rate |
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| Amount |
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| Inventory Site |
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| SalesTaxCode |
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Article ID: 97, Created On: 10/21/2011, Modified: 10/21/2011