How do i move an invoice from one customer to another in quickbooks online?

How do i move an invoice from one customer to another in quickbooks online?

It's my pleasure to walk you through the process of moving an invoice from one customer to another in QuickBooks Online, @darla11.

We can open the invoice and edit the customer name. This way, the transaction will be transferred to a different client.

  1. In your QBO account, go to the Sales menu.
  2. Choose the Invoices tab.
  3. Select the transaction you want to transfer and click the Edit invoice button.

  • Under the Customer dropdown menu, change the name to which you want to transfer the invoice.
  • Lastly, click Save .

    Once done, you can send this to your client. Otherwise, if they want a paper invoice, you can print a copy of the transaction. For detailed steps about this, please see this reference: Manage invoices in QuickBooks Online.

    In addition, let me attach this link to help you receive and record invoice payments. They can pay their invoices directly by credit card, ACH transfer, or you can enter them manually.

    Please keep in touch if there's anything else I can do to help handle your sales transactions in QuickBooks. I've got your back always. Have a great day!