Can you transfer an invoice from one customer to another in QuickBooks?

Under Customers, choose Receive Payment. Select the name of the customer the credit was transferred to. Under Outstanding Transactions, select the invoice you want to apply the credit to. Under Credits, find and check the journal entry you created.

Can you import customer invoices into QuickBooks?

If you’re using spreadsheets to record invoices and bills, and wish to start using QuickBooks to track them going forward, you can import them into QuickBooks using our Import Invoice and Import Bill functionality.

How do I move a customer to another customer in QuickBooks?

Here’s how:

  1. Go to Settings. and select Chart of Accounts.
  2. Click New.
  3. Select the account type and detail type.
  4. Tick the box Is sub-account and then enter the parent account.
  5. Give your new subaccount a name.
  6. Select when you want to start tracking your finances from this account in QuickBooks option.
  7. Select Save and Close.

How do I transfer transactions between accounts in QuickBooks?

Get more help with setting up a new QuickBooks Desktop company file.

  1. Step 1: Set the Preferences appropriately to allow the export. Disable the use of Account Number.
  2. Step 2: Create a Custom Transaction Detail report.
  3. Step 3: Export the report in excel.
  4. Step 4: Batch Enter Transactions.

How do I move a transaction from one vendor to another in QuickBooks?

Transfer and apply credit from one vendor to another in QuickBooks Desktop

  1. Step 1: Set up a clearing account.
  2. Step 2: Create a Journal Entry to move the credit from the existing vendor to the clearing account.
  3. Step 3: Apply the credit to the Journal Entry created as an unpaid bill.

Can you have more than one accounts receivable account in QuickBooks?

Yes, you can set up multiple Accounts Receivable (A/R) and Accounts Payable (A/P) accounts in QuickBooks Online (QBO). However, your bills and invoices will automatically be posted on the default accounts. These are the ones created when you set up your company or those you selected during conversion.

Can you import invoices from Excel into QuickBooks?

You can easily import invoices from excel to QuickBooks desktop. Click the Import button in the Dashboard screen or Import option from the File menu in the menu bar to navigate to the File Selection screen of the Import Wizard (Step 1).

Can I upload multiple invoices to QuickBooks?

You can’t add discounts, credit memos, and negative amounts in general. You can import a maximum of 100 invoices at a time and 1,000 row limit per spreadsheet. You can import invoices with single or multiple line items. You can also import a large volume of customers and vendors or products and services.

What is the difference between a customer and a job in QuickBooks?

In QuickBooks, a customer is anyone who pays you for goods or services. A job is a specific project or scope of work that you want to track. The Customer Center gives you access to information about all of your customers and jobs and their associated transactions in one place.

How do I merge a customer and a job in QuickBooks?

Here’s how: Right-click the name of the customer that you would like to merge, then select Edit Customer. Replace the customer name with the one you took note of or copied, then select OK. A prompt will appear, select Yes to proceed with the merge.

How do I move multiple transactions from one account to another in QuickBooks Online?

Need to change multiple transactions or move them to a different account? In QuickBooks Online Accountant and QuickBooks Online Advanced, you don’t have to edit them one at a time. Use the reclassify tool to save time and make the same change to multiple transactions at once.

How do I transfer a payment from one customer to another in QuickBooks desktop?

transfer money from one customer to another

  1. Go to the Customers menu, select Receive Payment.
  2. In the Received From the drop-down, select the customer’s name.
  3. Enter the Amount received.
  4. Make sure the date is correct, then choose the Payment method.
  5. Select the invoice or invoices you’d like to pay.