The software as it is today, QuickBooks doesn’t allow you to simply transfer invoices from 1 QuickBooks company file to another. If you still need to do that and want to use the same invoice in another company then there are 2 different ways to do that:
Here is the step by step process of how you can use both the methods as per your need.
This little piece of software will help you copy transactions & transfer the same in QuickBooks Company of your choice. There are many filters you can apply to copy-transfer entries like:
Transaction copier helps you import-export any kind of data, provided it is supported by Quickbooks itself. With the help of this add-on you cannot only transfer invoices but can even export-import:
If the software (Transaction Copier) seems flexible to you then you can buy this add-on for a price as little as $119. Here is the link provided for you to buy now…
This method will only work if you have created a custom template for your invoice. If such is the case then you would only be required to follow these 2 steps:
If you are facing issues exporting the file, then follow these simple steps…
Importing or uploading a file in Quickbooks is more or less the same. Just instead of selecting an export option in the fourth step, you will choose import. Here are the detailed steps below:
QuickBooks is a pretty handy tool but there are some features that are still needed to be integrated within the software. Till that happens, make use of add-ons to your life a lot easier.
Hope you were able to fix your issue. If you need more help then write to us in the comment section below.
Request a Call Back
Talk to our Quickbooks Proadvisor and resolve your issue over a phone call.
What is Qbpro?
We are a Quickbooks and TurboTax consulting firm that takes care of all the issues that people might ever face within these programs. If you are using any of the above platforms and are continuously faced with bugs then we are here to help. You can connect with us for errors related to Quickbooks or TurboTax via any of the medium below:
Here is what people have to say about us.
We are proud to announce that we are covering entire Canada. Thus if you face any issues now, give us a call as our proadvisors work 24/7 to get your issues fixed.
Disclaimer: QBpro.ca is a reputable QuickBooks® Consulting firm that provides professional support services related to your accounting software. It is also a front-runner in providing 3rd party technical support services for quickbooks.
Resolve your every issue on a
Free 30 minutes call
We hate SPAM and promise to keep your email address safe.
Get FREE 30 minutes, Resolve your issues now!