cancel
Showing results for 
Search instead for 
Did you mean: 
raibowdave
Level 1

Can I export Invoices from existing qb online account to new qb online account one at a time ?

 
12 Comments 12
Fiat Lux - ASIA
Level 15

Can I export Invoices from existing qb online account to new qb online account one at a time ?

There are two options:

1. Using this tool to copy the data between QBO accounts

https://rewindio.grsm.io/copy

 

2. Using the migration tools

https://transactionpro.grsm.io/qbo

 

Hope it helps

Michelle_b
QuickBooks Team

Can I export Invoices from existing qb online account to new qb online account one at a time ?

It's great to have you here in the Community, @raibowdave.

 

As of the moment, we're unable to transfer your invoices between two accounts at one time. As a work-around, you have three options either enter the data manually to QuickBooks Online (QBO), export to Excel or used a third-party app.

 

Here's how to export: 

 

  1. Go to the Reports tab.
  2. Enter the Invoice list in the search box, then enter. 
  3. Customized the Report period and hit Run report
  4. In the reports page, click the Export button then select Export to Excel

 

Once you're done, go to your existing account and attach the transactions. Let me show you how:

 

  1.     Go to Settings ⚙️.
  2.     Under Lists, choose All Lists.
  3.     Select Attachments.

For additional information on this, I recommend the following article: Attachments in QBO.

 

For more information about importing or exporting data, you can check out these articles: 

 

 

Please know that QuickBooks is always here if you need it in the future. I'd be glad to answer any additional questions should you have any. Have a great day!

Jo Landers
Level 3

Can I export Invoices from existing qb online account to new qb online account one at a time ?

This solution doesn't do what the OP asked for at all!  All it does is generate a list of invoices and the total amount due, but not the actual invoice information. How do you export the actual invoices with line detail, including such things as sales tax like the OP asked?

Jo Landers
Level 3

Can I export Invoices from existing qb online account to new qb online account one at a time ?

All your options assume someone is paying for 3rd party software; they are not built-in QBO solutions. So you might want to update your post to make that clear.

 

Your first option doesn't appear to be available anymore; Intuit bought the company and rolled it into the most expensive QBO subscription, and it appears (2/2020) that it's no longer available as a stand-alone product for other users.

 

Your second, paired options are available, but your affiliate link is to desktop software not suitable for QBO.  The correct link to the company is https://www.saasant.com/  Once there, the correct product can be selected from the list of products (I didn't link to the product directly because product offerings, and their links links, can change but the company link will probably stay the same).

Fiat Lux - ASIA
Level 15

Can I export Invoices from existing qb online account to new qb online account one at a time ?

@Jo Landers 

Chronobooks is not relevent for this case anymore. You may utilize the trial period of those importer tool. You don't need to purchase anything if the trial is enough to migrate the data.

sleepinggiant
Level 1

Can I export Invoices from existing qb online account to new qb online account one at a time ?

So it's not quick clear what the final verdict was here. Is there a way to export/import the actual invoice line item detail with this third party tool?

Fiat Lux - ASIA
Level 15

Can I export Invoices from existing qb online account to new qb online account one at a time ?

@sleepinggiant 

Utilize the trial period of a 3rd party migration tool as I mentioned earlier. You may migrate the Invoice data between QBO accounts.

https:// transactionpro.grsm.io/qbo

 

The template should be like this

RefNumberCustomerTxnDateDueDateShipDateShipMethodNameTrackingNumSalesTermLocationClassBillAddrLine1BillAddrLine2BillAddrLine3BillAddrLine4BillAddrCityBillAddrStateBillAddrPostalCodeBillAddrCountryShipAddrLine1ShipAddrLine2ShipAddrLine3ShipAddrLine4ShipAddrCityShipAddrStateShipAddrPostalCodeShipAddrCountryPrivateNoteMsgBillEmailBillEmailCcBillEmailBccCurrencyExchangeRateDepositToBePrintedToBeEmailedAllowIPNPaymentAllowOnlineCreditCardPaymentAllowOnlineACHPaymentShipAmtShipItemDiscountAmtDiscountRateTaxRateTaxAmtDiscountTaxableLineServiceDateLineItemLineDescLineQtyLineUnitPriceLineAmountLineClassLineTaxable
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y MP3 PlayerBlue MP3 Player255  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y Leather CaseLeather Case210  TAX
101Janice Johnson01/10/2020 01/12/2020Ground Net 30  110 Main StreetSuite 2000  DallasTX99875 110 Main StreetSuite 2000  DallasTX99875 Special HandlingThank you for your order![email address removed][email address removed], [email address removed]   0NYNNY12Shipping 0.02  Y Gift CardsGift Cards25  TAX

 

Bookkeeper Buffy
Level 1

Can I export Invoices from existing qb online account to new qb online account one at a time ?

Good luck importing them! The tools are there and export as needed....but when Quickbooks online gives you this error - what are you supposed to do? The tools are useless if the info you export refuses to import because QB doesn't support sales tax imports? Frustrating!

Fiat Lux - ASIA
Level 15

Can I export Invoices from existing qb online account to new qb online account one at a time ?


@Bookkeeper Buffy wrote:

when Quickbooks online gives you this error - what are you supposed to do? The tools are useless if the info you export refuses to import because QB doesn't support sales tax imports? 


 

@Bookkeeper Buffy 

Which error message? Have you tried the importer tool as I mentioned earlier?

Bookkeeper Buffy
Level 1

Can I export Invoices from existing qb online account to new qb online account one at a time ?

When you click on import invoices, it says this isn't something QBO supports yet. I used the importer tool and had info ready to import. It wouldn't let me get close to anywhere that allowed an attempt to upload.

Fiat Lux - ASIA
Level 15

Can I export Invoices from existing qb online account to new qb online account one at a time ?

If you have registered invoices without tax, you should first delete them in bulk and import new invoices data with tax. Utilize the deleter and importer tool to assist.

Bookkeeper Buffy
Level 1

Can I export Invoices from existing qb online account to new qb online account one at a time ?

These invoices do not have tax on them. Not the point. If QBO won't LET you past a message that clearly says QBO does not support an import of invoices at ALL (it didn't even see the attempted import yet). I got the invoice export files with the transaction tool. It will not let me in to start.

Need to get in touch?

Contact us