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Hi MaryChin
Thank you for your post. You could do this by exporting data from one file, then importing it into the other file.
For instructions on how to do this, refer to the steps in this help article: Importing and exporting data.
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Hi Samara
What if the sales invoices to be exported are in item sales format but the purchase invoices to be imported are in service format, can we do it? In the purchase side, I just need to enter total purchase including GST and total purchase excluding GST. I do not need to enter by item.
- SamaraM2 years agoFormer Staff
Hi MaryChin
If you do not need to track the purchase of the items, you could set up the item to be just; I Sell This Item / I Inventory This Item, so you wouldn't need to have purchases entered for those items.
Once it has been set up, you would use a different template for importing, as there is different information between the service and item layouts.
We recommend exporting the template, (so in this instance, you would export service sales), then use the export as a template to import.
Hope that helps.
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