On the other hand, I can see how having QuickBooks automatically create a credit memo for an overpayment would be helpful for you and your business. Heres a sample screenshot from my test file. You have the ability to DRAG a field from Fields in QuickBooks table above and DROP on the column you want to map it to. What Ive found out is that youll only see the pop-up notification asking to print a credit memo at the time you receive an overpayment. Please note that majority of fixed values have the internal QuickBooks format and they are different from QuickBooks user interface values. For your convenience, we provide data types and values in case QuickBooks object field has fixed values such as “tax type”, “type”, “status”, etc. If any mandatory fields during the upload process are missed, you would be notified with the error message. There are no restrictions on how your input DataSet headers are named. Column mapping contains the headers of your DataSet.Īs our unique feature we also support custom field mappings. G-Accon provides field data types and discrete values. The goal is to map DataSet headers to the QuickBooks object fields. QuickBooks object fields CANNOT be changed. Fields in QuickBooks table display the list of available QuickBooks fields that can be entered or updated. Option 2, Map table column headers and object fields, allow to you to map fields from your template to QuickBooks fields. Additionally, through Quickbooks, you can generate credit memos and apply them directly to your invoices. You can select all or some attributes based on your preferences. This gives you the structure that can be easily mapped and post into QuickBooks account. The easiest way to map your data to QuickBooks object fields is to go to Add-ons -> G-Accon for QuickBooks -> Design Accounting Reports, select Credit Memos object (table) from the drop down menu and all attributes which you would like to upload. Create Upload Template (this is a one time process, use the template to upload thousands of records in one click!). Install G-Accon for QuickBooks Google Sheets add-on if you don't have it installed.Ģ. ![]() ![]() How to design a template to upload Credit Memos from google sheets to QuickBooks?ġ. Upload functionality is built on top of QuickBooks API functionality and utilize the structures that QuickBooks API supports. In order to upload data in QuickBooks, you need to be logged in into current QuickBooks organization. Sections in this article Design Template Select object, operation, start cell and rows mode Mapping fields Schedule Automatic Upload UPLOAD in One Click Modify Template YouTube Video
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