Credit Memo Export Details
What You Should Know About Credit Memo Data Integration
Ditat TMS does not retrieve credit memos from QuickBooks — it only creates and applies them.
Before exporting, Ditat TMS checks whether a credit memo with the same reference number already exists in QuickBooks. If it does, the credit memo will not be exported.
If a duplicate credit memo is found in QuickBooks, Ditat TMS will mark it as exported and log a warning in the export report.
Ditat TMS only exports certain fields to QuickBooks (see below). All other fields in QuickBooks can be modified independently and will not be affected by the export.
Due to QuickBooks' 11-character limit, Ditat TMS will shorten the Credit Memo ID to comply. For example,
CM-0000123456-02will be transferred to QuickBooks as123456-02.
Fields Exported to QuickBooks
Header Data
Ditat TMS Field | QuickBooks Field | Notes |
|---|---|---|
Customer Reference ID | Customer | Allows QuickBooks to pull the customer's address and related information. |
Date | Date | |
Reference ID 1 | PO Number | |
Credit Memo Notes | Memo |
Detail Data
Ditat TMS Field | QuickBooks Field | Notes |
|---|---|---|
Payment Type | Item | Mapped to a Service Item in QuickBooks. |
Description | Description | |
Quantity | Quantity | |
Revenue | Amount |
