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May 22, 2021
Question

Can i import customer balance forward amount into quickbook so that i create new statement can see the previous balance forward with new invoice? kindly advise

  • May 22, 2021
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1 reply

May 22, 2021

Hello, mit-chiamts-gmai. 

 

I'm happy to guide you on how you can import your existing customer balance forward amount into QuickBooks. 

 

You can import invoices to your QuickBooks Online account through a CSV file. The system uses those invoices to generate the existing Balance Forward amount. 

 

Here's how: 

 

  1. Click the Gear icon, then select Import data.
  2. Select Invoices.
  3. Browse for your invoice CSV file, then proceed with Next.
  4. Follow the import process to successfully bring in the data. 

 

Please note that this feature might not be available for other countries. In this case, I would recommend manually creating an invoice (based on the previous transaction).

 

Then, enable the Account summary data (regardless if you imported the invoices or not) on your invoice template. This will show the Balance Forward amount from the previous invoice on the new one. Here's how to do it: 

 

  1. Go to the gear icon again, then select Custom form styles.
  2. Click the New style button, then select Invoice (you can also edit an existing invoice template). 
  3. Go to the Content tab.
  4. Select the second section on the preview image.
  5. Under Account summary, check Show on invoice.
  6. Edit or add any other information you want to show on the invoice.
  7. Click Done

 

 

When you create a new invoice, click the Customise button at the bottom then select the template you created. 

 

If you need more help with the Account summary details, you can check this article: Add an account summary to an invoice in QuickBooks Online

 

Need to see your sales and expenses in a single report? This article can definitely help you build one: Run reports in QuickBooks Online.

 

I'd be glad to help you out again if you need to do something else with your invoices. Do you have other questions about QuickBooks Online? Post them here and I'll see what I can do.