You can export the data out to XLS, modify them, and reimport back into the company file.
https://transactionpro.grsm.io/qbd
https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
The template should be like these
Invoices
| Customer | Transaction Date | RefNumber | PO Number | Terms | Class | Template Name | To Be Printed | Ship Date | BillTo Line1 | BillTo Line2 | BillTo Line3 | BillTo Line4 | BillTo City | BillTo State | BillTo PostalCode | BillTo Country | ShipTo Line1 | ShipTo Line2 | ShipTo Line3 | ShipTo Line4 | ShipTo City | ShipTo State | ShipTo PostalCode | ShipTo Country | Phone | Fax | Email | Contact Name | First Name | Last Name | Rep | Due Date | Ship Method | Customer Message | Memo | Cust. Tax Code | Item | Quantity | D escription | Price | Is Pending | Item Line Class | Service Date | FOB | Customer Acct No | Sales Tax Item | To Be E-Mailed | Other | Other1 | Other2 | Unit of Measure | AR Account | Currency | Exchange Rate | Sales Tax Code |
| Anne's Bakery | 01/09/2020 | 100 | | | | | Y | ######### | Anne's Bakery | One Harbor Street | | | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | | | Anytown | NY | 12345 | USA | (123) 456-7890 | | | | | | | | | | | Non | Cabinets | 10 | Cabinets | 1000 | | | | | | | | | | | | | | | Non |
| Anne's Bakery | 01/09/2020 | 100 | | | | | Y | ######### | Anne's Bakery | One Harbor Street | | | Anytown | NY | 12345 | USA | Anne's Bakery | One Harbor Street | | | Anytown | NY | 12345 | USA | (123) 456-7890 | | | | | | | | | | | Non | Hardware | 10 | Hardware | 50 | | | | | | | | | | | | | | | Non |
| John's Barber Shope | 02/09/2020 | 101 | | | | | Y | ######### | John's Barber Shope | 1 Main Street | | | Anytown | NY | 12345 | USA | John's Barber Shope | 1 Main Street | | | Anytown | NY | 12345 | USA | (999) 888-8888 | | | | | | | | | | | Non | Blueprints | 1 | Blueprints | 500 | | | | | | | | | | | | | | | Non |
There is no tax field in Vendor Credit
| Vendor | Transaction Date | RefNumber | Memo | Address Line1 | Address Line2 | Address Line3 | Address Line4 | Address City | Address State | Address PostalCode | Address Country | Vendor Acct No | Expenses Account | Expenses Amount | Expenses Memo | Expenses Class | Expenses Customer | Expenses Billable | Items Item | Items Qty | Items Description | Items Cost | Items Class | Items Customer | Items Billable | AP Account | Currency | Exchange Rate |
| Bell Telephone | 01/09/2020 | 891 | Office Telephone | Bell Telephone | 1 Main Street | | | Newton | NY | 12345 | USA | | Delivery Charge | 15 | Refund Delivery Charge | | | | | | | | | | | | | |
| Bell Telephone | 01/09/2020 | 891 | Office Telephone | Bell Telephone | 1 Main Street | | | Newton | NY | 12345 | USA | | | | | | | | Overhead | 1 | Overhead Costs | 100 | | | | | | |
| Ajax Lumber | 02/09/2020 | 892 | | Ajax Lumber | 200 Smith Street | | | Anytown | NY | 11111 | USA | | Late Fee | 10 | Refund Late Fee | | | | | | | | | | | | | |
