cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Everything you need to know about banking in QuickBooks Online - Discover more
wselectrical
Level 1

How do I transfer all my existing contacts and invoices from easy invoice to quick books?

 
1 REPLY 1
ChristieAnn
QuickBooks Team

How do I transfer all my existing contacts and invoices from easy invoice to quick books?

Hi there, wselectrical.

 

Thank you for posting here in Community and for choosing QuickBooks Online (QBO) as your new accounting software. I'll provide steps on how to transfer all your existing contacts and invoices from easy invoice to QBO.

 

Currently, there's no option to directly transfer existing contacts and invoices from easy invoice to QBO. You'll need first to export the data from an easy invoice to an Excel. Then, import them into QuickBooks Online.

 

Here's how:

 

  1. Go to the Gear ⚙ icon and select Import Data.
  2. Select Invoices.
  3. Select Browse and then find and select the spreadsheet of your invoices.
  4. Select Next.

 

Once done, map your import fields to make sure your spreadsheet’s column headings match with QuickBooks fields. You can click this article to see the steps and to finish the process: Import multiple invoices at once.

 

After that, please refer to this article to view instructions on how to import your customer and supplier contacts from Excel: Import customer or supplier contacts from Outlook, Excel or Gmail.

 

Please check this article on how to easily manage sales transactions in QuickBooks: View sales transactions.

 

If there's anything else that you need help with, please let me know. I'm always here to answer it for you. Have a great day!

Need to get in touch?

Contact us