Transferring Sales Invoices from Old to New Account

You can generate a custom Transaction List with Splits report to view all the invoice data, such as Customers, prices or Amounts, Accounts, and Services, THRobinson75.

Here's how:

1. Go to the Reports menu.
2. Under Standard Reports, enter Transaction List with Splits in the search field.
3. Select Column, and make sure the boxes for Account, Product/Service, Rate, and Quantity are checked. In this section, you can also uncheck the unnecessary columns.
4. Click Filter, and select Transaction type, equals, and Invoice.
5. Once all the data is displayed, click the Export icon to save it.

Before importing invoice transactions, note that QuickBooks requires the following columns:

• Invoice number
• Customer
• Invoice date
• Due date
• Item amount
• Item tax code

You can run the Invoice List by Date report to import your Sales and Invoices, as it contains the required information.

To ensure the transactions are uploaded successfully, you can download our sample file as a format reference. Go to Settings, select Import data, then select Invoices and Download an example.

For detailed steps on how to import, refer to this guide: Import multiple invoices at once.

If you have any further questions, please don't hesitate to reply. Our team is committed to assisting you throughout this process.

@THRobinson75 

You may not only need to migrate sales invoice data. You may also need to migrate other types of transaction data during the period. Using the trial balance report is a great way to track any discrepancies. Another option, you should consider purchasing a 3rd party migration service to do so.