Sync credit notes to QuickBooks Online
Overview
Find out how to synchronize credit notes with QuickBooks Online.
Credit notes must be synced to QuickBooks Online to keep your books in order.
When you sync a new credit note, a matching credit memo is created in your QuickBooks Online general ledger. The matching credit memo is given a unique reference. That reference, shown in the Reference column on the Sales > Credit Notes tab of your QuickBooks Online integration dashboard, is a combination of (a) a unique serial number and (b) the original 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.
You can only sync a credit note with
a Sales Reference,
a Credit Note Date,
a non-zero Total, and
a contact linked to QuickBooks Online.
Additionally, on the Admin page of the credit note, its Accounting Invoice Status must be set to Not Imported Yet Or Reset For Re-import, although all credit notes meet this condition by default; once the credit note has been synced, its Accounting Invoice Status gets set to Imported.
Alternatively, instead of syncing credit notes individually, you can combine the credit note in a batch. Find out how to batch credit notes.
Sync 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 how to link contacts to QuickBooks Online).
Open the Sales > Credit Notes tab.
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In the right-hand column of checkboxes, either
select the credit note(s) to sync, or
to select all 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 credit note fails to sync. Find and fix the credit note on the Errors > Credit Notes tab and then re-sync it.
Once you’ve synced a credit note, you can apply the matching credit memo to an invoice in QuickBooks Online.