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jldejong1
Level 2

Business Sale and QB

We are in the process of selling our business, but it's an assset sale, and we will keep the corporation for a while so I have to keep QB up and running until we close out the business.

We want to give the new owners access to our customer base and all of the inventory we still have, which is in the POS system that we still have integrated into our QB even tho it's not supported anymore.

Any ideas on the easiest way to manage this situation?

Thanks...

1 Comment 1
JeraldR
QuickBooks Team

Business Sale and QB

Hi there, @jldejong1.
 

If you want to add the new owner to your QuickBooks, we can add them as a user and set up specific roles inside QuickBooks.
 

Here's how to add a QuickBooks user:
 

  1. From the Company menu, select Users and then Set Up Users and Roles.
  2. Enter the admin password and select OK.
  3. Go to the User List tab and select New.
  4. Enter a username and password.
  5. In the Available Roles section, select the user's role and click Add.
  6. Select OK to finish.
     

After that, you can create a new custom role that lets you determine which specific areas of your accounts can be accessed.
 

  1. From the Company menu, select Users, then Set up Users and Roles.
  2. Enter the admin password and select OK.
  3. Go to the Role List tab and select New.
  4. Make a descriptive name and description.
  5. In the Area and Activities section, you'll set permissions for each area of your accounts. You can choose None, Full, or Partial to define the user's access level.
  6. Select OK to save the new role.
     

Feel free to check this article for more information: Create and manage users and roles in QuickBooks Desktop Enterprise.
 

Let us know in the comments if you have any other concerns or questions about QuickBooks.

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