How to Transfer Invoices from one QuickBooks to Another?

One of the convenient ways, to get your data sorted and have it from one QuickBooks account to another is […]

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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.

But, the presence of custom invoice templates lets you have the functionality from transferring 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 would help you in understanding 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 the 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 would 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 the 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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Frequently Asked Questions (Faqs)

Are there any Specifics to be kept in mind while Transferring Invoices from one QuickBooks to another?

Not anything in specifics to be kept in mind while transferring invoices from one QuickBooks to another. However, on the overall aspect of the action, 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 Problems 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 is having a ref number that already existent in QuickBooks.
The item is missing from your QuickBooks account due to which the invoice is being unable to be created in 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, XLSX.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Dancing Numbers: Case Study

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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