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We are selling our business and the new owners want a copy of our Quickbooks so the have the employee and some vendor information. How do I delete most of the data so they can only see what I want them to get.
Hey there PL1100
hanks for reaching out to us here. Making sure you get the support you need is important. I would be happy to point you in the right direction for the best assistance.
Based on what you've described, I feel you'd benefit more by contacting our support team outside of the Community as we would need a bit more information from you. They'll be able to verify your account details in a secure setting, as well as view your screen to guide you back on track. You can reach them by clicking on this link.
If you have any other questions, feel free to reach back out to us.
What kind of data they ask? No CoA, no Customer list, no Item list, some Vendor list, all Employee list, no Transactions at all?
Hi PL1100,
Welcome to Community! Selling your business involves many areas of interest. It's important that your QuickBooks data continues to meet the security standards, when it comes to sharing personal information. For this reason, I recommend speaking with an accountant or legal professional prior to providing personal information of your employees, along with other areas of your books.
When you're ready to provide specific data to the new business owners, you can export data several ways. To learn more, click here.
Please don't hesitate to contact us outside of Community if you require additional assistance. It would be our pleasure to work with you on a personal level, and ensure you're able to accomplish your QuickBooks goals in a timely fashion.
Feel free to reach back out with other questions. We'd be happy to help!
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