Accounting Ideas

Create invoice migration tool from Quickbooks Online

A tool should be created that logs into an existing quickbooks online account and scrapes the services page, as well as the invoices and allows persons to import according to date range. This will allow easy migration to your online software

  • Guest
  • Sep 9 2021
  • Not In Our Plans Right Now
  • Attach files
  • Admin
    Adrian Malpass commented
    4 Oct, 2021 10:05am

    Hello,

    We have partnered with Move My Books to help customers bring their accounting data over from Quickbooks Online, you can read more about this here https://www.movemybooks.co.uk/move-to-sage/

    If you've already made the move, incremental updates to invoices is not something we would be able to automate right now. Our suggestion would be to create a report in Quickbooks which shows the invoices you need bring over in a format as close to the Quick Entries import format, and import them. You can read about Quick Entries here: https://help.accounting.sage.com/en-gb/accounting/importing/extra-quick-entry-import.html?Highlight=import%20sales

    Hope this helps, please let me know if you have any other questions.