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jothompson-harri
Level 1

Can I export a clients estimates from her Quickbooks to our Quickbooks, is this possible, rather than typing them all out?

I have a client that has a lot of estimates and she is using Quickbooks, however she is now a client of ours and I am wanting to transfer the estimates to our Accountant quickbooks. It looks like I am going to have to type them all out which will take some time, is there anything I can do>
Solved
Best answer April 27, 2022

Accepted Solutions
GeorgiaC
QuickBooks Team

Can I export a clients estimates from her Quickbooks to our Quickbooks, is this possible, rather than typing them all out?

Hi jothompson-harri, thanks for joining the Community - there is currently no tool to import estimates, these would need to be entered manually in the accountant file :folded_hands:

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2 REPLIES 2
Fiat Lux - ASIA
Level 15

Can I export a clients estimates from her Quickbooks to our Quickbooks, is this possible, rather than typing them all out?

Utilize the migration tool. TPExporter for your client and TPImporter for your account.

https://transactionpro.grsm.io/qbo

 

GeorgiaC
QuickBooks Team

Can I export a clients estimates from her Quickbooks to our Quickbooks, is this possible, rather than typing them all out?

Hi jothompson-harri, thanks for joining the Community - there is currently no tool to import estimates, these would need to be entered manually in the accountant file :folded_hands:

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