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malcolm2-telus-n
December 4, 2023
Question

Migrating customers complete with transactions

  • December 4, 2023
  • 1 reply
  • 0 views

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

4
4Gal
December 4, 2023

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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