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derek_2024
Level 1

I have upgraded to quickbooks online and my historical amd 1 open invoice has not transferred from quickbooks sole trader. Has anyone else encountered this?

I had a notification that 7 years of invoices had transferred but don't see them.

3 REPLIES 3
JayCaeR
QuickBooks Team

I have upgraded to quickbooks online and my historical amd 1 open invoice has not transferred from quickbooks sole trader. Has anyone else encountered this?

Hello there, Derek. The notification you received means that the data is in the system. The reason you can't see those invoices is due to the default view.

 

To view your historical invoices, navigate to All apps, then select Sales & Get paid > Sales Transactions. Look for the Type tab and select Invoices. For Dates, select All. Once the process is complete, it will display all the migrated invoices.

 

Regarding your one open invoice, you can confirm and search for it by following the steps above and adding the customer's name in the Customer tab. I will provide a sample screenshot below.

 

If that invoice does not appear after you search, you can manually create it in QuickBooks.

 

Feel free to reply below if you need further assistance with QuickBooks. We're here to help.

derek_2024
Level 1

I have upgraded to quickbooks online and my historical amd 1 open invoice has not transferred from quickbooks sole trader. Has anyone else encountered this?

Hi and thanks for the response. When I go to Sales transactions I just get a 'Create, send and track invoices, message with a button to 'Create an invoice'. I don't see the tab to select invoices and dates.

Clark_B
QuickBooks Team

I have upgraded to quickbooks online and my historical amd 1 open invoice has not transferred from quickbooks sole trader. Has anyone else encountered this?

Hi there, @derek_2024. Since your 7 years of invoice history from QuickBooks Sole Trader isn't appearing in QuickBooks Online, you can directly contact our Live Support team. They can further investigate your account and determine why the invoice and date tabs are missing. You can simply go to the Help section, select the Search tab, and then choose Contact Us to type in your concern. Once you hit Continue, you can click the Chat or Callback option to get started.
 
For more information about our contact feature and support hours, please refer to this article: Get help with QuickBooks products and services.
 
If you have any other concerns, please click Reply.

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