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Credit Memo Import Fields for Rightworks Transaction Pro Online
Oct 18, 2023
656
| TPro Field Name | QuickBooks Online Field Name | Required | Character Type | Character Limit | Notes |
| RefNumber | Credit Memo no | Y | Alpha-numeric | 21 | The Reference Number is the Credit Memo Number, but it also is how TPro and QuickBooks Online know which detail rows belong on the same transaction. Import must be sorted by this column prior to importing. |
| Customer | Customer | Y | Alpha-numeric | 100 | If importing a sub-Customer or Project, must include the full name. See this article for more info. |
| TxnDate | Credit Memo Date | N | Date | N/A | If no date is imported, transaction will be dated the day of the import. |
| Location | Location | N | Alpha-numeric | 100 | May be set as Business, Department, Division, Location, Property, Store, or Territory in QuickBooks Online Settings. However, the field will also be named Location in TPro mapping. If importing a sub-Location, see this article for more info. |
| Class | Class | N | Alpha-numeric | 100 | Class if the setting in QuickBooks Online is for one class per transaction. If importing a sub-Class, see this article for more info. |
| BillAddrLine1 | Billing address | N | Alpha-numeric | 500 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| BillAddrLine2 | Billing address | N | Alpha-numeric | 500 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| BillAddrLine3 | Billing address | N | Alpha-numeric | 500 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| BillAddrLine4 | Billing address | N | Alpha-numeric | 500 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| BillAddrCity | Billing address | N | Alpha-numeric | 255 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| BillAddrState | Billing address | N | Alpha-numeric | 255 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| BillAddrPostalCode | Billing address | N | Alpha-numeric | 30 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| BillAddrCountry | Billing address | N | Alpha-numeric | 255 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| ShipAddrLine1 | Location of sale | N | Alpha-numeric | 500 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| ShipAddrLine2 | Location of sale | N | Alpha-numeric | 500 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| ShipAddrLine3 | Location of sale | N | Alpha-numeric | 500 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| ShipAddrLine4 | Location of sale | N | Alpha-numeric | 500 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| ShipAddrCity | Location of sale | N | Alpha-numeric | 255 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| ShipAddrState | Location of sale | N | Alpha-numeric | 255 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| ShipAddrPostalCode | Location of sale | N | Alpha-numeric | 30 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| ShipAddrCountry | Location of sale | N | Alpha-numeric | 255 | If the Customer already exists in QuickBooks Online, this info will be pulled from the Customer Setup, if different data is not imported for this field. |
| PrivateNote | Message displayed on statement | N | Alpha-numeric | 4000 | |
| Msg | Message displayed on credit memo | N | Alpha-numeric | 4000 | |
| BillEmail | N | Alpha-numeric | 100 | Must be valid Email. If multiple Email addresses, separate each Email by a comma. | |
| Currency | N | Alpha | 3 | Only available if multi-currency activated in QuickBooks Online. Must match currencies pre-defined in QuickBooks Online. It will default to Currency assigned the Customer. If setting the Customer up "on the fly," this field will be the assigned Currency. | |
| ExchangeRate | N | Numeric | For all currencies except for BITCOIN, the saved Exchange Rate for that currency in QuickBooks Online must be used. | ||
| ShipAmt | Shipping | N | Numeric | 11 | Maximum value 99,999,999,999. |
| ShipItem | N | ||||
| DiscountAmt | Discount value | N | Numeric | 11 | Maximum value 99,999,999,999. The value for this field imports is a set Discount Amount. Import as positive number. |
| DiscountRate | Discount percent | N | Numeric | 11 | Maximum value 99,999,999,999. The value for this field imports as a Discount Percentage. Import as positive number. |
| TaxAmt | Tax | N | Numeric | 11 | Maximum value 99,999,999,999. Only a valid import field for US Version of QuickBooks Online and if on Manual Tax Calculation. Otherwise, tax is calculated based upon the Customer's tax setting, the Customer's ship to address, and the tax setting of the Product/Service. |
| DiscountTaxable | N | Y or N | N/A | To import Discount as Taxable, valid values are 1, t, true, y, or yes. To import Discount as Nontaxable, valid values are 0, f, false, n, or no. Default is Nontaxable. | |
| LineServiceDate | Service Date | N | Date | N/A | |
| LineItem | Product/Service | Y | Alpha-numeric | 100 | |
| LineDesc | Description | N | Alpha-numeric | 4000 | |
| LineQty | Qty | N | Numeric | 11 | Maximum value 99,999,999,999. If importing an Inventory type, quantity is required. |
| LineUnitPrice | Rate | N | Numeric | 11 | Maximum value 99,999,999,999. |
| LineAmount | Amount | N | Numeric | 11 | Maximum value 99,999,999,999. |
| LineClass | Class | N | Alpha-numeric | 100 | If importing a sub-Class, see this article for more info. |
| LineTaxable | Tax | N | Alpha-numeric | N/A | To import Item as Taxable, valid values are 1, t, true, y, or yes. To import Item as Nontaxable, valid values are 0, f, false, n, or no. Default is Nontaxable. |
| Custom Field 3 | N | Alpha-numeric | 30 | The name of this field will reflect the name assigned in QuickBooks Online Settings. | |
| Custom Field 2 | N | Alpha-numeric | 30 | The name of this field will reflect the name assigned in QuickBooks Online Settings. | |
| Custom Field 1 | N | Alpha-numeric | 30 | The name of this field will reflect the name assigned in QuickBooks Online Settings. |
