Create a Credit Memo

OBJECTIVE

To create a Credit Memo with ConstructionOnline and QuickBooks integration

BACKGROUND

ConstructionOnline paired with QuickBooks makes creating and sending Credit Memos easy. Credit Memos are created by making a Change Order with a negative cost assigned. Once the Change Order is approved, it can be sent to QuickBooks. When sent to QuickBooks, the negative Change Order converts to a Credit Memo.

THINGS TO CONSIDER

• Completing the Company Integration, connecting a ClientLink user, and connecting the project are all required before Change Orders can be sent to QuickBooks Online.
• Only ConstructionOnline Company Administrators can sync ConstructionOnline and QuickBooks Online.
• Change Orders must be approved before sending to QuickBooks Online.

STEPS TO CREATE A CREDIT MEMO (NEGATIVE CHANGE ORDER)

1. Navigate to the desired Project via the Left Sidebar
2. Select the Financials tab
3. Choose the Change Orders category
4. Click the green +Add New Change Order button
   1. This will open the New Change Order window
   
5. Enter Change Order information in tabs 1-5 and click Save
   
   1. The price of the Change Order must be negative to convert to a Credit Memo
6. Approve the negative Change Order
7. You can then click the Send Change Order to QuickBooks button

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about ConstructionOnline's QuickBooks Online integration can be found in the article FAQ: Integrating with QuickBooks Online. 
• If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.