How do i move an invoice from one customer to another in quickbooks online?

It's my pleasure to walk you through the process of moving an invoice from one customer to another in QuickBooks Online, @darla11. 

We can open the invoice and edit the customer name. This way, the transaction will be transferred to a different client. 

Here's how: 

1. In your QBO account, go to the Sales menu.
2. Choose the Invoices tab.
3. Select the transaction you want to transfer and click the Edit invoice button.
   
   
4. Under the Customer dropdown menu, change the name to which you want to transfer the invoice.
5. Lastly, click Save.
   
   

Once done, you can send this to your client. Otherwise, if they want a paper invoice, you can print a copy of the transaction. For detailed steps about this, please see this reference: Manage invoices in QuickBooks Online.

In addition, let me attach this link to help you receive and record invoice payments. They can pay their invoices directly by credit card, ACH transfer, or you can enter them manually.

Please keep in touch if there's anything else I can do to help handle your sales transactions in QuickBooks. I've got your back always. Have a great day!

Hi, @darla11.

Hope you’re doing great. I wanted to see how everything is going about the invoice concern you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

Looking forward to your reply. Have a pleasant day ahead!

if you do this does it save the original copy to the first customer

Hi, @allphaseelectricli. Thank you for reaching the Community. Let me share some details about your concern.

The steps my colleague shared above doesn't create a copy of an invoice. We have a different way to create a copy of invoices in QuickBooks Online. Here’s how:

  1. In the left navigational pane, go to Invoice.

  2. Select a transaction and click Edit Invoice button.
  3. Change the Customer name.
  4. Click More.

  5. Click the Copy function.
  6. Click Save.

Additionally, if you also want to create sales receipt, check out this article: Create and send estimates in QuickBooks Online.

If you need further assistance, especially in recording bank charges, don't hesitate to reach out to us again. Enjoy your day!

Why is the invoice amount $0.00 when I transfer the invoice to a different customer even though the original invoice has a value? 

There are times that local internet cache files stored in the system can cause unexpected behavior in the product, superdock. 

When a browser's cache storage is full or corrupted, it can cause error messages or sometimes can cause unusual browser behavior in QuickBooks Online. Let's signing in to QBSE using a private or incognito window. This mode doesn't use the existing cache data and helps us confirm browser-related issues.

Here's how: 

• For Google Chrome browser: Ctrl + Shift + N
• For Mozilla Firefox browser: Ctrl + Shift + P
• For Safari browser: Command + Option + P

If it works, go back to your regular browser and clear the cache to delete those temporarily stored files and browsing history. The overtime collection of data can create corruption, however, removing this should fix the issue. You can also use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.       

To keep track of your invoices, please click on this link. 

Let me know if you have other concerns with in QuickBooks Online. I'd be delighted to help. Stay safe!

This could also happen if the invoice is attached to an estimate.

If this is the case you can go and change the customer on the estimate first.

If the above is the case Quickbooks should show you a warning that linked transactions will be removed when changing the customer. However, when I first tried it the warning dialog did not appear and only when I opened quickbooks in a private window in Safari did I see the warning.

If payment has already been received can you still move the invoice as directed without it messing up the received payment?  Does the payment follow the invoice when moved or will it stay under first customers profile?

What if a payment has already been applied to the invoice you need to move to a different customer, how do you move the payment as well?