How To Publish Costs & Sales Credit Notes To QuickBooks Online

You can publish both Costs and Sales Credit Notes to Quickbooks Online. This can be done from the Details page of a Cost or Sale Item.

Steps to:

Publish a Costs Credit Note to QuickBooks Online

Publish a Sales Credit Note to QuickBooks Online


Publishing a Costs Credit Note to QuickBooks Online

In order to successfully publish a credit note, you want to make sure that the type is listed as a credit note and that you are publishing to credit note section.

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The “Publish to” field is automatically updated when the “type” of the item is changed to “Credit note”

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Credit notes get published over to QuickBooks as Vendor credit. They can be located in QuickBooks Online, by clicking on the relevant vendor.

Publishing a Sales Credit Note to QuickBooks Online

To publish a Sales Credit Note to QuickBooks Online, change the item’s ‘Type’ to ‘Sales Credit Note’.

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The item is ready to be successfully published in QuickBooks Online as a Sales Credit Note by default.