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February 12, 2024
Question

We i transfer ownership to a company should print off completed work for proof

  • February 12, 2024
  • 1 reply
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1 reply

February 12, 2024

Hello pattiessmallbusi,

 

Welcome to Community!  When transferring your company ownership for QuickBooks Online, it's essential that you maintain your data for future reference.  This can be accomplished effortlessly and I would be happy to help!

 

You can export multiple reports and lists into individual Excel files in one step.  Here's how;

 

1. Open your Settings ⚙ and choose Export data

2. Click on the Reports tab and set the date range

3. Add or remove items from the Reports and Lists tabs by turning the switch on or off

4. Hit Export to Excel.

You'll be prompted with confirmation that the data has been exported.

 

If you need to export different reports, non-posting transactions, or attachments, follow this link.

 

Feel free to reach out again, should you have other questions.  We would be glad to assist!