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niccolo-gardengu
Level 1

Hello, I need to move over my invoices to a new QB account. How can I export all invoices in the same format needed to import them? With all product data as separate rows

I can't see an option to actually export invoices with all the product data included, where each product/service is a separate row in the CSV. This is what's required to import invoices so it seems strange that there's no option for that. Am I missing something?
2 Comments 2
Aldren18
QuickBooks Team

Hello, I need to move over my invoices to a new QB account. How can I export all invoices in the same format needed to import them? With all product data as separate rows

I'm glad you've joined us, Niccolo. Your inquiry about exporting invoices with detailed product information is valuable. I'll guide you through the available options to achieve your goal.

 

QuickBooks Online (QBO) allows the import of invoice data for its list of transactions only. There's no option to transfer detailed invoice data, including each line item for every product or service.

 

I recommend using third-party providers that offer comprehensive data migration services to assist with this transfer. To look for a third-party app, here's the detailed steps:

 

  1. Go to the Apps menu on the left navigation bar.
  2. Hit on the Find Apps tab.
  3. In the search bar, type keywords like " Invoice Exporter tool" or select a category from the Browse category dropdown.
  4. Choose the app you want to download.
  5. Click on Get App Now.
  6. Authorize the app to connect to your QBO.
  7. Follow the remaining steps to connect and set up the app settings of your choice.

 

 Alternatively, you can visit our QuickBooks App Store website directly and select an app that best suits your business from the CATEGORIES section.

 

Once done, carefully review the app descriptions and customer reviews, specifically looking for any mentions of exporting invoices with all product details. You can manage all third-party app connections in the My Apps tab.

 

Furthermore, I'll share these resources for your guide in handling third-party app integrations within QBO. 

 

 

Your successful invoice transfer is a priority for me. If you need more information or encounter any obstacles, please reply here. I'm ready to assist with this or any other QuickBooks topics you might have.

4Gal
Level 11

Hello, I need to move over my invoices to a new QB account. How can I export all invoices in the same format needed to import them? With all product data as separate rows

@niccolo-gardengu 

You can use an exporter tool

https://get.transactionpro.com/qbo