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Level 1

Can I transfer accounts receivables from one quickbooks account to another

 
2 Comments
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QuickBooks Team

Can I transfer accounts receivables from one quickbooks account to another

Hi there, philip15.

 

We're unable to directly move an account or it's balances from one company file to another. Although, you can recreate the customer's invoices in the other account. Here's how:

 

  1. Go to the Customers menu and select Create Invoices.
  2. Enter the name of the customer, billing or shipping address, transaction number, and date.
  3. Select the correct product or service, then enter the amount or tax details.
  4. Review the details to make sure that everything is correct.
  5. Click Save and close.

You might also want to run the A/R Aging Summary or A/R Aging Detail report to have a quick review of your A/R details and balances. Here's how:

 

  1. Go to the Reports menu, scroll-down to Customers and Receivables.
  2. Select A/R Aging Summary or A/R Aging Detail.

 

Let me know if you need anything else. 

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Level 14

Can I transfer accounts receivables from one quickbooks account to another

@philip15 

Utilize one of these 3rd party tools to select and migrate your AR data (i.e invoice data) between QBW files.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

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