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One of the convenient ways, to get your data sorted and have it from one QuickBooks account to another is via transferring the invoices.
You can now import or transfer bulk batches of invoices from one account to another effortlessly.
This article will help you to understand how to transfer invoices from one QuickBooks to another.
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What is Transferring of Invoices from One QuickBooks to Another?
At the most ground reality level, QuickBooks does not house all the possible ways of transferring completed invoices that are to be sent out from one company file to another.
However, the presence of custom invoice templates lets you the functionality to transfer from one account to another and between company files.
To proceed with transferring invoices from one QuickBooks to Another, you need to be exporting the template belonging from its original company file and then importing it into the company to which you wish to transfer the files.
The entire process of transferring invoices from one QuickBooks to another goes through the two-step procedure of first exporting and then importing.
The following section will help you understand how to proceed with transferring invoices from one QuickBooks to another.
How to Transfer Invoices from One QuickBooks to Another?
As mentioned earlier, transferring invoices from one QuickBooks to another includes a two-step procedure which is export and import.
Step 1: Exporting A Template
- Turn on QuickBooks and navigate to the company file that you wish to choose for exporting an invoice template.
- Choose Lists and tap on Templates.
- Choose the template that you wish to choose for exporting and press Templates, which you will find under the drop-down list.
- Select Export.
- Choose to either change or confirm the file name.
- Find and select the location to which you would be saving the template.
- Tap on Save to finish exporting a template.
Step 2: Importing A Template
- Turn on QuickBooks and navigate to the company file that you wish to choose for importing an invoice template.
- Choose Lists and tap on Templates.
- Hit on the Templates that you would find under the drop-down list placed at the down of the Templates window.
- Select Import.
- The File to Import window would appear.
- Visit the location where you had previously exported the invoice template. Choose the file to select it.
- Click Open and start importing the invoice template.
Thus, you have successfully transferred the invoice from one QuickBooks to another. Hope you have a fair enough idea now on how to transfer invoices from one QuickBooks to another.
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+1-800-596-0806 or chat with experts.
Frequently Asked Questions (Faqs)
Are there any Specifics to be kept in mind while Transferring Invoices from one QuickBooks to another?
Nothing specific to be kept in mind while transferring invoices from one QuickBooks to another. However, on the overall aspect of the action, a few poignant factors can be thought of to be kept in mind while transferring invoices from one QuickBooks to another:
- The Template must be Exported Properly
- The Exporting File must be Correct
- The Importing File must be Correct
What kinds of Issues might occur While Transferring Invoices from One QuickBooks to Another?
Generally, there are a few problems that occur while transferring invoices from one QuickBooks to another. A few of them are:
- Incorrect product name.
- The transaction has a ref number that already exists in QuickBooks.
- The item is missing from your QuickBooks account due to which the invoice is unable to be created in the absence of that product.
Can I Import Invoices into QuickBooks with the help of Invoice Numbers Present on the File Supported?
Yes. QuickBooks supports importing invoices with the help of invoice numbers that are present on the file.
What are the Types of File Formats Supported while Transferring Invoices from One QuickBooks to Another?
The types of file formats that are supported while transferring invoices from one QuickBooks to another are TXT, CSV, XLS, and XLSX.
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