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vmantia1980
Level 1

Invoice from Estimate not finding previous Invoices that were paid in percentages from the same Estimate

All,

I imported a clients QuickBooks Desktop to QuickBooks Online.

We have found that with an estimate that was used to generate partial invoice payments, think of 30% as an example, is not linking the history of the paid partial estimate when creating a new invoice and then attempting to bill another 10%.

This is not the behavior if I create a new estimate and then create an invoice for 30%, accept payment, then attempt to create a new invoice for the same estimate 10%. QuickBooks Online sees the existing 30% was deducted from the original estimate then proceeds to add only 10% from the balance of the original estimate.

We have a lot of estimates and invoices that have this problem.

How can I fix this on the imported estimates and paid invoices?

Thank you.

Vincent M.

1 Comment 1
Ryan_M
QuickBooks Team

Invoice from Estimate not finding previous Invoices that were paid in percentages from the same Estimate

QuickBooks Online (QBO) and QuickBooks Desktop (QBDT) are different accounting software, @vmantia1980. I'll share further details on this matter with you.

 

There are a few transaction types that don't import properly during the conversion process. One example is an estimate used for progress invoicing. This type of estimate will go through, but it won't link to the invoices created from QBDT. You can either recreate these transactions or look for a third-party app that can migrate them for you. See the QuickBooks Apps Store if you want to go on that route. 

 

All other things you can expect after this conversion process is in this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

Post a reply if you have other questions about the conversion to QBO. I'll get back to you as soon as I can. Have a great day!

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