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cr6512
April 9, 2021
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how do I get invoices and estimates from mybusinessworks to quickbooks intuit?

  • April 9, 2021
  • 3 replies
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how do I get invoices and estimates from mybusinessworks to quickbooks intuit?

Best answer by emmam6

Hello Community Users!! When it comes to moving invoices in between 2 accountancy software products it may be possible to just import the data directly into Quickbooks from the other party. Quickbooks has an import data section in the cog in the top right and you can click on that and then click on import invoices. The data you import into Quickbooks would have downloaded from the other software and be saved in an excel(CSV) format. We've included extra information on how to do the import here At the moment the option is not available yet for estimates. Any questions feel free to add them to this thread.

3 replies

D
DebSheenD
April 9, 2021

Hello, cr6512.

Thank you for sharing your concern here in the Community. I'll make sure that you can create an estimate and invoice.

You can create an estimate when you want to give your customer a bid for the items that they want to purchase. If the customer accepted the estimate you can convert the estimate to an invoice.

Here's how to create an estimate:

  1. Select + New.
  2. Select Estimate.
  3. Select a customer from the Customer dropdown.
  4. If the work has already started, select a status from the Pending ▼ dropdown. This is optional.
  5. Set the Estimate Date and the Expiration Date.
  6. Enter the products and services you plan to sell.
  7. Enter any other info you need.
  8. When you're ready, select Save and send.

You can send the estimate to your customer and have them accept it.
After accepting the estimate you can convert an estimate to an invoice


​​​​​​You can also check this article that will help you Add an estimate to an existing invoice.

Please let me know if you have additional questions or concerns. I'm always here to help.

 

Fiat Lux - ASIA
Fiat Lux - ASIA
April 10, 2021

@cr6512 

Are you using SageOne? Export the Estimate/Invoice data to XLS/CSV and utilize an importer tool.

https://transactionpro.grsm.io/qbo

 

E
emmam6Answer
September 22, 2022

Hello Community Users!! When it comes to moving invoices in between 2 accountancy software products it may be possible to just import the data directly into Quickbooks from the other party. Quickbooks has an import data section in the cog in the top right and you can click on that and then click on import invoices. The data you import into Quickbooks would have downloaded from the other software and be saved in an excel(CSV) format. We've included extra information on how to do the import here At the moment the option is not available yet for estimates. Any questions feel free to add them to this thread.

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