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malcolm2-telus-n
Dec 4, 2023 4:24 AM UTC
Question

Migrating customers complete with transactions

I use QBO Canadian version.

What steps need to taken to migrate (move) a group of my customers to a new user (sold part of my storage company)? I want to include transactions if possible. 

1 reply

4Gal
Dec 4, 2023 6:02 AM UTC

Do you only need to share your customer list and invoice+invoice payment+sales receipt transactions or a QBO account with COA, List (customer, no vendor, no product/service), and only transactions with customers?

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