Question

Is there a way to import historical detailed sales invoice data from an existing QBO instance to a new live QBO instance that has superseded the old instance?

Forum|Forum|4 years ago
June 18, 2022
2 replies
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If it's possible to import this, can the historical data be imported without changing the current sales data that has already been entered into the new instance. I don't want to lose the sales data from the customers which is sitting in the old instance and want to close the account.

QuickBooks Online - International

JessT

Hi info-sanddollar,

It's great to see you posting today! I've got information to share about transferring invoices.

We can import invoice data using a CSV file, but we're unable to transfer invoices from one QBO company to another. Your best bet is to find a third-party app that can do the transfer or at least produce a CSV file. Just click on the Apps menu on the left navigation bar and search using keywords.

After transferring all the historical invoices, you can cancel your old QBO subscription.