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April 27, 2022
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Can I export a clients estimates from her Quickbooks to our Quickbooks, is this possible, rather than typing them all out?

  • April 27, 2022
  • 2 replies
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I have a client that has a lot of estimates and she is using Quickbooks, however she is now a client of ours and I am wanting to transfer the estimates to our Accountant quickbooks. It looks like I am going to have to type them all out which will take some time, is there anything I can do>
Best answer by GeorgiaC

Hi jothompson-harri, thanks for joining the Community - there is currently no tool to import estimates, these would need to be entered manually in the accountant file 🙏

2 replies

Fiat Lux - ASIA
April 27, 2022

Utilize the migration tool. TPExporter for your client and TPImporter for your account.

https://transactionpro.grsm.io/qbo

 

GeorgiaCAnswer
April 27, 2022

Hi jothompson-harri, thanks for joining the Community - there is currently no tool to import estimates, these would need to be entered manually in the accountant file 🙏