Credit Memos with Discount Items

Under Action Required on your QuickBooks home, an alert titled Credit Memos with Discount Items reads: "Identifies situations where Maxio would create a Credit Memo that includes a line item that has a discount item. These cannot be synced to QuickBooks." Maxio treats any Invoice whose Line Items total a negative amount as a Credit Memo, and this alert lists every Credit Memo that also contains a QuickBooks Discount Item Line Item.

Why Discount Items block a Credit Memo from syncing

A Credit Memo's Line Items are stored as negative amounts in Maxio, matching its negative total. To line up with QuickBooks Desktop's own records, a Discount Item on that Credit Memo would need to be sent over as a positive value — but QuickBooks Desktop always applies a Discount Item's line amount as negative, regardless of the sign it's sent with (this describes QuickBooks Desktop's own behavior, not something implemented in Maxio's code). Sending the item either way would leave Maxio and QuickBooks Desktop recording different totals for the same Credit Memo, so Maxio excludes any Credit Memo containing a Discount Item from its sync-ready queue and lists it on this alert instead, until the Discount Item is removed. This restriction applies to accounts on the classic QuickBooks Desktop sync; it doesn't block Credit Memos for accounts on QuickBooks Online sync.

Remove the Discount Item from the flagged Credit Memo

Each Credit Memo on this alert needs its Discount Item Line Item removed before it can sync.

To clear a Credit Memo from this alert

1. From your QuickBooks home, open the Credit Memos with Discount Items alert under Action Required.
2. Open one of the listed Credit Memos and remove its Discount Item Line Item.
3. Save the Credit Memo. It no longer contains a Discount Item, so it becomes eligible to send the next time you sync with QuickBooks.
4. Repeat for each remaining Credit Memo on the alert.

Prevent Credit Memos with Discount Items

Before syncing, check whether a Transaction that includes a Discount Item might net to a negative total, such as when it fully credits a prior Invoice. Catching this before syncing keeps the resulting Credit Memo off this alert.

Related information

For the full set of steps Maxio uses to sync Credit Memos with QuickBooks, see Sync QuickBooks Credit Memos.

For more on how Discount Items work in the QuickBooks Desktop integration, see Are discount items supported for QuickBooks Desktop?.