How do I create a csv file of invoice data so it can be exported from the "old" system and imported into the "new" one?

You can download the sample CSV file from QuickBooks Online (QBO) and move your data into it, burnham.

QuickBooks provides a template for creating a CSV file of your invoices. To download it, please follow these steps:

1. Select the Gear icon.
2. Choose Import data, then Invoices.
3. Click Download an example.
   
   

To get the invoices from your old system, here's how to generate and export a report:

1. Go to Reports, then Standard Reports.
2. Use the search field to locate the Invoice List.
3. Select the report to open it.
4. Determine the appropriate Report period. You may pick Custom to provide a specific date.
5. Hit the Export icon at the top right corner.
6. Choose Export as CSV.

After that, transfer your transactions to the template you've just downloaded. To import the file to the new system, refer to this article for guidance: Import multiple invoices at once in QuickBooks Online.

Once customers are ready to settle their balances, make sure to record payments to keep your accounts balanced.

The instructions outlined above should allow you to create a CSV file for your entries and move them seamlessly from one company to another. If any related questions arise, inform us in the Community anytime. We're always around to help!