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?
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.
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).
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?
Maybe the following thread may help?