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Importing Outstanding Invoices

#1

Hi,
I’m trying to export my outstanding invoices from one quickfile account to a new quickfile account but can’t match the fields up! Please can someone help?

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#2

I’m stuck on the client name field as that seems to want first and second names but on the CSV it is showing company names.

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#3

Hi @Tym777

It may be better to enter a bulk invoice to act as an opening balance rather than importing older invoices.

If you’re moving the whole account, you can export and re-import a Trial Balance which sets up all opening balances (including bank balances).

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#4

Hmmm So do you mean one invoice that has different amounts for each client on it that is outstanding and msrk each as part paid as the payments come in?

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#5

Hi @Tym777

Maybe the following thread may help?

Enter client opening balances after a client has been created

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