@Malcolm Ziman wrote:
Another option is to create a copy of the file in desktop, without any transactional data, and use the conversion tool to create a new QBO file. So you will have the lists of customers,vendors, items, and accounts. There is no batch delete in QBO, so you wont be able to clean the lists, unless you can do that in desktop.
So it turns out, while we don't want balances or pending receivables/payable to come over, we DO want history that would indicate pricing extended to customers, perhaps the ability to copy wording from existing invoices to new ones, and vendor records (when purchased, at what price, etc.).
That would point to modifying a spin-off of an existing company to remove balances and pending items then exporting to QBO using the Desktop utility set.
Am I asking for too much of QBO? The alternative would be to refer back to QB Desktop as needed for history. Recall that the old company is going to use QB Desktop to close out pending obligations and payments incurred while they owned the company. The same staff will be performing the function.
