Hi there, philip15.
We're unable to directly move an account or it's balances from one company file to another. Although, you can recreate the customer's invoices in the other account. Here's how:
- Go to the Customers menu and select Create Invoices.
- Enter the name of the customer, billing or shipping address, transaction number, and date.
- Select the correct product or service, then enter the amount or tax details.
- Review the details to make sure that everything is correct.
- Click Save and close.
You might also want to run the A/R Aging Summary or A/R Aging Detail report to have a quick review of your A/R details and balances. Here's how:
- Go to the Reports menu, scroll-down to Customers and Receivables.
- Select A/R Aging Summary or A/R Aging Detail.
Let me know if you need anything else.
