My year end copy did not copy open invoices. Is there a way to copy from old file to new?
LA315
Quicken Windows 2017 Member ✭✭
I have several invoices that were not included in the year-end copy. Do I have to manually re-create them between files?
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Best Answer
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Hello @LA315
Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.
The invoices should have been included in the Year-End Copy file automatically and I would recommend trying to create a new year-end copy file or trying the File menu > File Operations > Copy option which should also include all accounts, transactions and invoices.
If you would prefer, the customer invoice account may also be exported via a "QIF" file and then imported into the year-end copy file.
To do so, open the data file that contains the invoice data and go to the File menu > File Export > QIF File.
In the window that opens, take note of the file location that the exported file will be saved to. Then select the appropriate account and mark the boxes for "Transactions, Category List and Business List", when ready click "OK".
Once saved, then open the year-end copy file, be sure to create an Accounts Receiveable account, such as Customer Invoices, if one does not already exist in the file.
Then go to File > File Import > QIF File and search the QIF file we just created then open the file to import it into Quicken.
I hope this information is helpful and please let us know if there are any further questions/concerns the Community may assist with.
Thank you,
Sarah5
Answers
-
Hello @LA315
Thank you for taking the time to share your question with the Community, although I apologize that you have not yet received a response.
The invoices should have been included in the Year-End Copy file automatically and I would recommend trying to create a new year-end copy file or trying the File menu > File Operations > Copy option which should also include all accounts, transactions and invoices.
If you would prefer, the customer invoice account may also be exported via a "QIF" file and then imported into the year-end copy file.
To do so, open the data file that contains the invoice data and go to the File menu > File Export > QIF File.
In the window that opens, take note of the file location that the exported file will be saved to. Then select the appropriate account and mark the boxes for "Transactions, Category List and Business List", when ready click "OK".
Once saved, then open the year-end copy file, be sure to create an Accounts Receiveable account, such as Customer Invoices, if one does not already exist in the file.
Then go to File > File Import > QIF File and search the QIF file we just created then open the file to import it into Quicken.
I hope this information is helpful and please let us know if there are any further questions/concerns the Community may assist with.
Thank you,
Sarah5
This discussion has been closed.