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Credit Memos

Do credit memos sync to Quickbooks?

Bryan Mansfield avatar
Written by Bryan Mansfield
Updated over 3 months ago

Yes - once applied to an invoice, credit memos sync to Quickbooks on an invoice.

In order to Create a Credit Memo, go to:
Sales -> CRM -> select a company -> Credit Memos -> "Add Credit Memo"

Once the Credit Memo exists, you can apply it to an invoice from the Credit Memos page in the Company profile in the CRM, or you can apply it directly from an invoice.

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