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Level 1

How to transfer in bulk, all allocated payments of Sales receipts from one account to another?

 
4 Comments
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Level 13

How to transfer in bulk, all allocated payments of Sales receipts from one account to another?

Utilize the trial period of this 3rd party tool to migrate the Sales Receipt transactiion data between QBO accounts.

https://transactionpro.grsm.io/qbo

 

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Moderator

How to transfer in bulk, all allocated payments of Sales receipts from one account to another?

I'm glad you came here for support, u-imtiaz.

 

You can simply edit the deposit payment for your sales receipts to transfer the amounts to the correct account. To do this, you can follow the steps below:

  1. Open the transaction..
  2. Change the Deposit to account by clicking its drop-down arrow.
  3. Click Save and close.

However, if you're trying to transfer those payments from one QuickBooks company to another, you may consider using a 3rd party tool from our Apps Center or Fiat Lux -ASIA's recommended migration tool.

 

Check out this link and you'll be routed to our Apps Center where you can see a list of different online applications that works best with QuickBooks: https://apps.intuit.com/.

 

Be sure to get back to me if you have additional questions. I'd be happy to help. Have a wonderful day.

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Level 1

How to transfer in bulk, all allocated payments of Sales receipts from one account to another?

thanks for reply,

actually we are well aware for this simple and straight forward one but my question was, "how to do for bulk of receipts in one click from one account to another instead of doing individually"

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QuickBooks Team

How to transfer in bulk, all allocated payments of Sales receipts from one account to another?

Hi there, @u-imtiaz

 

Thanks for following up with transferring sales receipts in bulk.

 

At this time, QuickBooks Online doesn't offer a feature to transfer sales receipts in bulk from one account to another. I'm going to submit feedback to our Product Development Team for them to review further and consider it soon. 

 

For now, in the QuickBooks Online Accountant version, they have the tools to Batch Actions. Also, you can download a third-party app through your QuickBooks Online account that transfers data from one account to another. My colleague @Charies_M provided detailed instructions above with downloading an app. 

 

If you have any more questions or concerns, please don't hesitate to comment below. Have a safe and productive day!

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