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Credit Memo Import Fields for Transaction Pro Online

TPro Field Name QBO 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 QBO 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 QBO 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 QBO 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 QBO, 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 Email 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 QBO. Must match currencies pre-defined in QBO. 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 QBO 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 QBO 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 QBO Settings.
Custom Field 2   N Alpha-numeric 30 The name of this field will reflect the name assigned in QBO Settings.
Custom Field 1   N Alpha-numeric 30 The name of this field will reflect the name assigned in QBO Settings.
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  • 24-Oct-2020
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