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 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. 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
Open your QuickBooks company file as Administrator and open Zed Axis.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. Excel makes it easy to keep track of all the money that is owed.Overview of importing credit memos into QuickBooks Desktop This makes it easy to keep records and to make sure clients are paying their bills. Since this document is in Excel it is easy to save and to print out. This can eliminate some questions that most people have about invoices. This memo allows the business to see exactly what they are charging for and the client will know what they are being billed for. The Excel memo template will calculate the total at the bottom to make sure everything is added up correctly. There is space at the bottom of the member where the company is able to add sales tax and shipping charges if the item had to be shipped. A total price is added at the end of the row. There is also a space to list the item number if it was ordered out of a catalog.Ī description of the item is written in as well as the price per unit. On the memo there is a place to put the quantity of each item that was ordered.
There is also a place to put the contact information for the customer including their address. There is also the date and customer information such as the customer id number. The company name and contact information is on the top of the memo. The Excel invoice is easy for a company to guy. Using an Excel credit memo template will help a business stay organized and eliminate most questions about bill invoices. This is important to make sure all the clients are paying their bills and to keep the business making money. A business needs to be able to keep track of all the money that is owed to it.