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Are Credit Notes Included in the QuickBooks Desktop Export or Import?

Objective:

  • How are credit notes exported from Clio / imported to QBD?

Environment:

  • Clio Manage
  • QuickBooks Desktop

Additional Information:

Credit Notes are included in the QuickBooks Online sync. For more information, please take a look at QuickBooks Online: Using the QuickBooks Online Integration.

Answer:

No, they are not included.

 

We suggest running a Report that includes Credit Notes / Write Offs and inputting that information into Quickbooks Desktop Manually. Here is a list of Reporting options for Credit Notes / Write Offs:

There are 3 reports that show this info: Revenue ReportAccounts Receivable Report, and the Billing History Report will total all Credit Notes/Write Offs at the bottom of the Report. 

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