What you should know about Credit Memo Data Integration?

 

Fields exported to QuickBooks

Header Data

  1. Customer reference id will be sent with invoice. This will allow QuickBooks to pull all of the address and related info.
  2. Date.
  3. Reference Id #1 from Ditat TMS will be sent to PO Number fields in QuickBooks.
  4. Credit memo Notes will be mapped to the Memo field in QuickBooks.

 

Details Data

  1. Item reference id will be sent with detail line. This is the payment type mapped to a Service Item in Quick Books.
  2. Description fields will be mapped to Description.
  3. Quantity.
  4. Revenue.