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Level 3

How do I import the client invoicing/billing history to my new QBO?

I just bought a client list and I'm wondering if there's a way to import their invoice/billing history so I can see how much they were charged in the past... or answer their questions about previous invoicing. Is there a way to do that? Both the old company and mine are using QBO. Thanks!

Solved
Best answer December 19, 2018

Best Answers
Anonymous
Not applicable

How do I import the client invoicing/billing history to my new QBO?

Hello there, @louisgeorges2000.

 

It's nice to have you again in the Community. I can help share some information about importing invoices and billing transactions.

 

At this time, we don't have the option yet to import these transactions into a new QuickBooks Online account. The only way, for now, is to manually add these transactions so that you'll be able to see your client's history charges.

 

Adding this option would be a great addition to our features. I'd encourage you to send your feedback so that our Product Developers can consider this improvement in the future update. You can use this link to send your feedback straight to our development team: http://feedback.qbo.intuit.com.

 

Let me know if you have other questions. I'm here to help in any way I can.

View solution in original post

1 Comment
Anonymous
Not applicable

How do I import the client invoicing/billing history to my new QBO?

Hello there, @louisgeorges2000.

 

It's nice to have you again in the Community. I can help share some information about importing invoices and billing transactions.

 

At this time, we don't have the option yet to import these transactions into a new QuickBooks Online account. The only way, for now, is to manually add these transactions so that you'll be able to see your client's history charges.

 

Adding this option would be a great addition to our features. I'd encourage you to send your feedback so that our Product Developers can consider this improvement in the future update. You can use this link to send your feedback straight to our development team: http://feedback.qbo.intuit.com.

 

Let me know if you have other questions. I'm here to help in any way I can.

View solution in original post

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