Sync supplier credit notes to QuickBooks Online
Overview
Find out how to synchronize supplier credit notes with QuickBooks Online.
Supplier credit notes must be synced to QuickBooks Online to keep your books in order.
When you sync a new supplier credit note, a matching vendor credit is created in your QuickBooks Online general ledger. You can only sync a supplier credit note with
a Supplier Credit Note Date,
a Supplier Credit Note No,
a non-zero Total, and
a contact linked to QuickBooks Online.
Additionally, on the Admin page of the supplier credit note, its Accounting Status must be set to Not Imported Yet Or Reset For Re-import, although all supplier credit notes meet this condition by default; once the supplier credit note has been synced, its Accounting Status gets set to Imported.
The matching vendor credit is given a unique reference. That reference, shown in the Reference column on the Purchases > Supplier Credit Notes tab of your QuickBooks Online integration dashboard, is a combination of (a) a unique serial number and (b) the original supplier credit note’s reference.
Note that, if the reference on the dashboard exceeds 21 characters, it will be truncated to 21 characters in QuickBooks Online.
Sync supplier credit notes
Log in to Cin7 Omni.
From the Accounting menu in the navigation, open your QuickBooks Online integration.
Link new contacts (if any) to QuickBooks Online (see here to link contacts to QuickBooks Online).
Open the Purchases > Supplier Credit Notes tab.
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In the right-hand column of checkboxes, either
select the supplier credit note(s) to sync, or
to select all supplier credit notes (and other listed transactions), select the checkbox in the header.
Select Upload Selected (or Upload All).
You’ll receive a notification if any supplier credit note fails to sync. Find and fix the supplier credit note on the Errors > Credit Notes tab and then re-sync it.
Once you’ve synced a supplier credit note, you can apply the matching vendor credit to a bill in QuickBooks Online.