21 Oct 2017
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.
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