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We have 2 businesses - Co. A sends Co. B an invoice. Is there a way for Co. B to import that invoice electronically?

 
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QuickBooks Team

We have 2 businesses - Co. A sends Co. B an invoice. Is there a way for Co. B to import that invoice electronically?

Hi there, @jlkatt.

 

You'll want to export your invoice to MS Excel from your company A and import it to your company B. let me guide you how.

 

In your QuickBooks Online (QBO) company A account:

  1. Go to the Reports tab.
  2. Enter the Invoice list in the search box, then enter. 
  3. Customized the Report period and hit Run report. 
  4. In the reports page, click the Export button then select Export to Excel.

I got you this article that you can check for more details:  Export your reports to Excel from QuickBooks Online.

 

Once done, log in to your QBO company B and import the data. Here's how.

  1. Go to the Gear icon.
  2. Select Import data.
  3. Click Invoices.
  4. Browse for the exported file and click Next.

Here's an article you can read for more details: Import multiple invoices at once.

 

You can also go to the Apps menu and look for a third party app that let's you import your invoices to your other QBO account electronically.

 

Then, in case you want to customize your report to show the data you need, you read this article for the detailed steps: Customize reports in QuickBooks Online.

 

Please know you're always welcome to post here anytime you have other concerns. We're always around to help. Keep safe!

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