Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowHi 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:
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:
Let me know if you need anything else.
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
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.