Reading Credit Memos from Quickbooks

Unfortunately, Vinosmith cannot 'read' or apply credit memos from Quickbooks. Unlike how Vinosmith has access to wine, account, and order data, Quickbooks blocks access to the credit data set.

The solution is to create CM in QB and then adjust the Vinosmith invoices when an account uses a credit on an invoice. For example, an invoice is paid only $220 instead of a $240 invoice, referencing a credit of $20. When you see the invoice's "partial payment" in VS (it would leave it open for $20), you mark it paid in full.

However, there is a setting to Track Credit Memos from Quickbooks as payments for QBD integrations.

When this setting is enabled, QB Credit Memos, as applied to Invoices as Payments (in QB), will be reflected in Vinosmith as payments. Please Note: Credit Memo objects are not fully materialized, no customer balances are adjusted, etc. This option purely applies to credit memo payments as Vinosmith invoice payments. Please reach out to help@vinosmith.com to enable this setting.

Reading Credit Memos from Quickbooks

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