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One of our clients is a law firm, we've been treating them as one company for years. All of our estimates and invoices went to a single contact and that person would then forward each est/inv to the appropriate lawyer. The lawyers themselves would send us checks back.
The group is splitting and we need to create a new customer. We would like to transfer over all of this individuals history into the new company. Is there a way to split the current customer into 2 customers? Our first idea was to create a new customer and manually move over all his history but we can't seem to move invoices with payments because those payments are associated with the current client. Is there a way to select a group of invoices, payments, and estimates etc and move them from one client to another? The easiest thing to do would be to copy the client and mass delete the duplicates, but that doesn't seem to be an option either.
Thanks for sharing your thoughts and ideas with me, @DarthNO2.
I’m here to share some insights about moving transactions to another customer in QuickBooks Desktop (QBDT). If you’re trying to move them within the same company file, you can open the transactions and rename the customer.
To easily move the transactions, I’d recommend working with an accountant that has a QBDT Accountant software. They have the tools to use the Reclassify Transactions tool and move the transactions by batch.
Moreover, if you’re using a different company file, I recommend using the IIF. File. Let me show you how.
To export lists to your QBDT:
Then to edit the data:
To import the edited IIF file:
You can also read through this article for more details about this process: Tasks you can do with IIF files.
Additionally, let me share with you this link that lets you personalize your invoice and add more details to it: Use and customize form templates.
Please let me know if you have other concerns or questions about managing your customers or your QBDT software. I’d be more than happy to work with you.
As another option, utilize one of these 3rd party migration tools.
https:// transactionpro.grsm.io/qbd
https:// partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2
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