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Status New
Workspace Case Management
Created by Daniell Jara
Created on Jul 13, 2020

Updates to QuickBooks Export Outputs for 'Refunds' Transactions

User Story

As an accountant who imports data to QuickBooks, I'd like some changes to the output of the data in the exports, as it relates to 'Refunds' transactions created from within the Payments & Adjustments page of a case. These changes will make managing the data in QuickBooks less taxing.


  1. When a 'Refunds' transaction is created, populate the 'NAME' column of the QuickBooks file with the full name of the 'Recipient' as seen on Mockup 1 and Mockup 2.

  2. Populate the 'DOCNUM' column of the QuickBooks export with the data found in the 'Check#' field in the 'Refunds' transaction, as seen in Mockup 3 and Mockup 4.


  • This applies to both General Journal and Invoice-Style export types

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