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April 6, 2024
Question

Is it possible to transfer an estimate or invoice from one quickbooks account to another account?

  • April 6, 2024
  • 1 reply
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Is it possible to transfer an estimate or invoice from one quickbooks account to another account?

1 reply

April 8, 2024

Hello robbie2, 

 

It's great to have you reach out to us here. I'll be happy to share more info about QuickBooks so you can continue to use the program with ease. 

 

The program allows you to transfer data from one account to the other. This is accomplished using the export/import function in QuickBooks. You'll have to manually export the data from one account, store the data file on your computer, then important the data file to the other computer. Here's a helpful article that shows you how to:  Export Data out of QuickBooks Online. You can then upload files from a different platform by clicking on the Gear icon > Import data > Import data. You can upload data from any platform that has the .CSV Excel format. I

 

n the meantime, let me know if you have other questions. I'm here to help.