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What does Rewind copy for QuickBooks Online?

What we can copy:

Customer Transactions

  • Invoices
  • Payments
  • Estimates
  • Credit Memos
  • Sales Receipts
  • Refund Receipts

 

Vendor Transactions

  • Expenses
  • Checks
  • Bills
  • Bill Payments
  • Purchase Orders
  • Vendor Credits
  • Credit Card Credits

 

Lists

  • Customers
  • Vendors
  • Employees
  • Locations
  • Products & Services
  • Chart of Accounts
  • Classes
  • Locations

 

Other

  • Journal Entries
  • Time Activities
  • Deposits
  • Transfers
  • Bank Statements
  • Attachments
  • Company Currency
  • Company Info
  • Departments
  • Journal Codes
  • Payment Methods
  • Purchases
  • Tax Agencies
  • Tax Codes
  • Tax Rates

What we can’t copy:

  • Reconciliations
  • QuickBooks Online payments (Payment processing)
  • Payroll
  • Banking Feeds, Bank Rules
  • Customer Types
  • Price Rules
  • Delayed Charges and Delayed Credits
  • Recurring Transactions (including recurring Invoices)
  • Account-based billable expenses
  • Item-based billable expenses with markups
  • Custom Reports and Custom Forms
  • Audit Log Entries
  • Inventory Adjustments
  • Categories
  • Projects
  • Corrupt Transactions
    • Transactions without Tax Codes*
    • Journal Entries that do not balance*

*Disclaimer: There may be failed or skipped items after a copy has completed. Rewind will provide a list of items that could not be recreated on the destination side so that the customer can address the root cause of these failures before attempting to copy again.

*These failures are often the result of items in QuickBooks Online that cannot be created by an API user (Rewind) until they have been corrected by the user