Applying a refund check to an existing credit memo |
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Posted : 2007-06-05 02:28:04 |
My system is creating a credit memo in Quickbooks. This is working fine.
However, when I try to create a check to refund that credit, I am running into problems. How do I tell Quickbooks to use the check to offset a certain credit memo? In the end, I would like the credit memo to show a $0 remaining credit.
Thanks - Karl |
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Tom |
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Posted : 2007-06-05 10:05:14 |
You cannot use QODBC to create refund checks that are applied to credit memos. To do this, open the Create Credit Memos/Refunds dialog box using the QuickBooks UI and find the credit memo for that customer. In the dialog box icon bar, click on the dollar bill with a hand above it and choose "Give Refund".
For existing Credit Memos we can use the Credit Memo TxnID and apply it in the AppliedToTxnSetCreditCreditTxnID column in the ReceicePaymentLine insert for payments, but not for refunds. The CreditMemoLinkedTxn table is updated automatically by QuickBooks and cannot be used by QODBC to create linked refund transactions at this stage. |
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Posted : 2007-06-05 23:06:50 |
Well, that's a bummer.
Do you know if there are any plans to add this ability in the future?
Is there a wish list that we can add this feature to?
Thanks - Karl |
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Tom |
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Posted : 2007-06-06 08:07:58 |
The Intuit qbXML SDK 6.0 in QuickBooks 2007 (USA version) does supports overpayment and refund operations. I've pointed this out to the QODBC Software Engineer for implementation. I don't have a date when this enhancement will be added to QODBC. |
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Posted : 2008-08-18 07:53:28 |
hi
I am tring to do a refund. and after reading this post its seems like i will not be able to do it. but the post was from 2007 is there any improvement in the case of refund. if there any please let me know.
I am tring to do a very simple refund. as creating a adjustment nore, them a credit memo which is alright then i think i have to make a line is check tqable and one in ReciecePaymentLine .. but it is not leting me do that is there any ideas about refund... |
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Md Shanewaj Rahman
Software Developer
Nulab Professional Imaging Pty. Ltd. |
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Tom |
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Posted : 2008-08-18 11:06:36 |
According to Appendix F "OverPayments and refunds" in the QB SDK Programmer's Guide for Intuit's qbXML SDK 6.0 it is possible to apply OverPayments and Refunds using USA versions of QuickBooks 2007 and 2008 and now Canadian, UK and Australian versions of QuickBooks 2008 (or as it's called in Australia 2008/09 only). Given that we don't even have a fully operation version of QODBC for the QuickBooks QBi 2008/08 series yet (still weeks off), you are not going to be able to process refunds using QODBC.
The enchancement request for the specific SQL formatting requirements for this operation using QODBC was logged under QSupport Ticket No: ER00000018 on 05 Jun 2007 10:57:18. and still has not been implemented by FLEXquarters.com LLC. |
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Posted : 2008-11-11 12:42:10 |
hi
we have the quickbooks 2008/09 Australian edition now and QODBC 9.0
can we do proper refunds from credit memo now? |
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Md Shanewaj Rahman
Software Developer
Nulab Professional Imaging Pty. Ltd. |
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Tom |
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Posted : 2008-11-11 13:31:03 |
The Australian version of QuickBooks QBi 2008/09 is built on top of the USA version of QuickBooks 2007, so "yes" OverPayments and Refunds are in the Australian SDK v6.1, however, QODBC doesn't have a method to implement it yet. |
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