You can easily import refund receipts into QuickBooks Online using our Transaction Pro Importer. A refund receipt is is a posting transaction which is used when reimbursing a customer money. If you do not see this import type available to you in our Transaction Pro Importer (“TPI”) make sure you are on the latest App which can be accessed here. You can find more info on how to use the refund receipt transaction type on the Intuit Community.
Below we will include some information on all the fields supported but I would also like to point out some important formatting considerations when preparing your file for import.
- The amount should be a positive number
- For the DepositToAccount, make sure that your import file only includes the lowest sub-account number (and then check the TPI option to enable account numbers) or use the full account name. Read more on our knowledge base.
- Required fields are RefNumber, Customer and DepositToAccount. Other fields may become required depending on the import scenario.
Below are all the fields supported on the Refund Receipt Import to QuickBooks Online. You can also access this from within the TPI App here.