- Can I import an invoice template into QuickBooks?
- Can you combine two QuickBooks files?
- How do I export and import invoices in QuickBooks?
- Can you export transactions from QuickBooks?
- How do I export a QuickBooks file?
- How do I transfer invoices from one QuickBooks to another?
- How do I transfer transactions from one account to another in QuickBooks?
- Can you merge two QuickBooks desktop company files?
- How do I merge two QuickBooks accounts?
- How do I export an estimate in QuickBooks?
- How do I merge two customers in QuickBooks?
- How far back does QuickBooks download transactions?
- How do I import multiple invoices into QuickBooks?
- Where are QuickBooks templates stored?
- How do I export an invoice template from QuickBooks desktop?
Can I import an invoice template into QuickBooks?
Here’s how you can import an invoice template: Click Lists.
Click the Templates drop-down arrow, then choose Import..
Can you combine two QuickBooks files?
Any number of files can be merged into a single Quickbooks data file or converted to Quickbooks Online. … Bank Reconciliations cannot be merged because Quickbooks does not support the transfer of Bank Reconciliations. You will need to do a single reconciliation for each bank acount after the merge.
How do I export and import invoices in QuickBooks?
Import your invoices and bills to QuickBooksSign in to your company file as the Admin.Click the File menu at the top and select Switch to Single-user Mode.Click the File menu again and select Utilities.Select Import and choose IIF Files.Look for the . IIF file and click Open.Click OK.
Can you export transactions from QuickBooks?
You can export transactions from QuickBooks Online by clicking Reports > All Reports > Accountant Reports. From there, run the Transaction Detail by Account report, and select All Dates from the date range menu.
How do I export a QuickBooks file?
Step 1: Export ListFrom the QuickBooks File menu, select Utilities > Export > Lists to IIF Files.Select the list you want to export and click OK.Browse the location where you want to save your file and click Save.
How do I transfer invoices from one QuickBooks to another?
How do I move invoices to a new company fileFrom the Accountant menu, select Batch Enter Transactions.From Transaction Type drop-down, choose the transaction you need to enter.Select the appropriate bank/credit card or AR/AP account from the drop down arrow.Open the spreadsheet containing the transactions to paste into QuickBooks.More items…•
How do I transfer transactions from one account to another in QuickBooks?
To do that, follow the steps below:Click the Accounting menu.Go to the Chart of Accounts tab.Locate the appropriate account for the transaction.Select View Register from the Action column.Select the transaction you want to edit to open the fields.Click Edit to go to the corresponding transaction form.More items…•
Can you merge two QuickBooks desktop company files?
At this time, merging company files in QuickBooks Desktop isn’t possible. However, if you’re trying to combine reports from two company data files, QuickBooks Desktop Enterprise has a built-in feature that allows you to merge reports from multiple company files.
How do I merge two QuickBooks accounts?
How to Merge Accounts in QuickBooksGo to your chart of accounts.Right click on the account you want to keep and click Edit Account.Copy the name of the account you want to keep.Go back to your chart of account and right click on the account you want to merge with the account you are keeping.More items…•
How do I export an estimate in QuickBooks?
Exporting Estimates and Details of EstimatesFrom the Sales tab, select Customers.Select your customer’s name.Go to the Transaction List tab.Select the estimate.Take note of the product and enter it again in the Message displayed on statement field.Click Save and close.
How do I merge two customers in QuickBooks?
In the Customer Center, click the “Customers & Jobs” tab. Double-click the final customer record and write down or copy the job name at the top of the window. Close that window, double-click the customer record to be merged, change the job name and click “OK.” Select “Yes” to confirm you want to merge the jobs.
How far back does QuickBooks download transactions?
90 daysQuickBooks Online connects to thousands of financial institutions so you can automatically download bank transactions. When you first connect your account QuickBooks downloads the last 90 days of transactions.
How do I import multiple invoices into QuickBooks?
Note: If your spreadsheet has new products or services, customers, and vendors, be sure to add them in QuickBooks before importing.Step 2: Turn on custom transaction numbers. … Step 3: Upload your spreadsheet. … Step 4: Map your import fields. … Step 5: Import invoices.
Where are QuickBooks templates stored?
Restore missing customized templates, logos and information from a restored backupFILELOCATIONQuickBooks Letters and TemplatesC:\Users\Public\Public Documents\Intuit\QuickBooks\Company Files\QuickBooks Letter TemplatesPrinter Settings (PrintEng.ini, wpr.ini and QBPrint.qbp)C:\Program Data\Intuit\QuickBooks [version]6 more rows•Dec 10, 2018
How do I export an invoice template from QuickBooks desktop?
Here’s how to export your invoice template:Go to Lists.Choose Templates.Select an invoice template.Click Templates.Choose Export.Select a file location where you want to save your invoice template.Click Save.