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malcolm2-telus-n
Level 1

How do i migrate customer accounts to a new user (I have sold part of my business)?

I use QBO Canada
2 Comments 2
4Gal
Level 11

How do i migrate customer accounts to a new user (I have sold part of my business)?

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

 

JamesM4
QuickBooks Team

How do i migrate customer accounts to a new user (I have sold part of my business)?

Hi there. Sometimes it's necessary to migrate your accounts and I'll be glad to show you how to do this. QuickBooks allows you to export your data out of QuickBooks with ease. I encourage you to check out this article here as it provides more details on how you can achieve the goal you've reached out about. Let me know if this info helps. I'll be one message away in case you need anything else. 

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