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u-imtiaz
Level 1

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

 
6 Comments 6
Fiat Lux - ASIA
Level 15

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

 

Charies_M
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.

u-imtiaz
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"

Kendra H
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!

Shay25
Level 1

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

Is this an option now? I need to convert hundreds of sales receipts from one account to another. Doing individually is not feasible. 

DebSheenD
QuickBooks Team

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

Hello there, Shay25.

I can understand how convenient to have an option that you can transfer in bulk. Please know that we always take our customer's requests and ideas into consideration.    

That said, I recommend sending feedback to our Product Development Team to help improve your QuickBooks experience. When you're ready, here's how to do it:     
 

  1. Log in to your QBO account.
  2. Go to the Gear icon at the top, then select Feedback.
  3. Enter your comments or product suggestions.

As we assess this opportunity, I encourage visiting our blog from time to time to stay current with our news and product updates.

Click Next to complete the process. I addition you can click this link and you'll be routed to our Apps Center to see the available online applications to help you transfer in bulk.  https://apps.intuit.com/.

Let me know if you have additional questions about managing your sales. I'm always here to help.
 

                                                       

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