*Workflows › Reference › Templates › Invoicing and payments*

# Credit note created in QuickBooks → record it in Filmo

> When a credit note that Filmo did not send is created in QuickBooks, records it in Filmo as a mirror copy: it can be viewed and downloaded, and QuickBooks controls payments and voiding. Documents sent by Filmo are excluded. Anything the copy cannot represent (fixed-amount discounts or tax-inclusive amounts) causes the workflow to fail with the reason and notify you.

## At a glance

| Property | Value |
| --- | --- |
| Category | Invoicing and payments |
| Starts with | Credit note created in QuickBooks |
| Integrations used | QuickBooks |
| Steps | 1 |

## Steps

The template builds these steps; open each one to see how it is configured.

| # | Step | Description | Branch |
| --- | --- | --- | --- |
| 1 | Record a credit note from QuickBooks in Filmo | Record the credit note in Filmo |  |

TEMPLATE `quickbooks-born-credit-note-to-filmo`

---

Canonical URL: https://docs.filmo.io/workflows/reference/templates/quickbooks-born-credit-note-to-filmo  
Last updated: 2026-10-25