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Everything you need to know about banking in QuickBooks Online - Discover more
Chrea
Level 4

How to transfer data from existing quick book online to new QB online.

@finance-printexp 

Did you use the following template?

RefNumberTxnDatePaymentRefNumberCustomerPaymentMethodDepositToAccountInvoiceApplyToLineAmountPrivateNoteCurrencyExchangeRate
128/11/202050245Janice JohnsonCheckChecking101100,00   
228/11/20204908Leonard Walker IncCheckChecking102138,78   
328/11/20204908Lisa SmithCheckChecking103126,50   
finance-printexp
Level 1

How to transfer data from existing quick book online to new QB online.

Yes, I used this template. It keeps facing error or review. The error says invalid invoice but when I checked our QuickBooks online, the invoices are there.

 

 

Chrea
Level 4

How to transfer data from existing quick book online to new QB online.

Are you experiencing the error only for a specific invoice number or ALL outstanding invoices?

finance-printexp
Level 1

How to transfer data from existing quick book online to new QB online.

Half of the outstanding invoices, I have 6000+ invoices, only half is imported half is error

 

 

 

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