cancel
Showing results for 
Search instead for 
Did you mean: 
ap@lynxgroup.com
Level 1

Transferring invoices from another system to QBO.

We were doing good until the IT person for the other system added new wording.  Went into Custom Fields in QBO to add the new wording.  Now when we transfer an error states that Export Failed :QBO Location "HIPAA Yes" not found.

How do I get the invoices to export to QBO with no error?

2 Comments 2
Adrian_A
Moderator

Transferring invoices from another system to QBO.

Hi ap@lynxgroup.com,

 

I'm here to share information on how to import the invoice template into your QuickBooks account.

 

You'll have to map the fields of your customized forms, so QuickBooks will know what values you want.

 

You can check this article as a guide: Import custom form styles for invoices or estimates.

 

I've also added this reference for some common questions about the process:

 

That should do it, ap@lynxgroup.com. Keep me posted if there's anything that I can help with importing the template. I've got your back!

ap@lynxgroup.com
Level 1

Transferring invoices from another system to QBO.

Have not had an opportunity to work on it.  Meeting with our IT to help.

Need to get in touch?

Contact us