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Level 1

We have sold our business- how can we provide the new owner with not just a client list, but info on past work we have performed for them. (estimates, inv, etc)

 
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Level 12

We have sold our business- how can we provide the new owner with not just a client list, but info on past work we have performed for them. (estimates, inv, etc)

Utilize the exporter tool to export any data you want to share

https://transactionpro.grsm.io/qbo

 

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QuickBooks Team

We have sold our business- how can we provide the new owner with not just a client list, but info on past work we have performed for them. (estimates, inv, etc)

Hi there, @goldenruletreese.

 

You can export the lists of transactions, data, and reports to Excel and provide them to the new owner. Let me guide you how.

 

First off, let's export the lists of transactions. Here's how:

 

  1. Sign in to your QuickBooks Online account.
  2. Click Sales from the left menu.
  3. Select All Sales.
  4. Click the Export icon.1.PNG

For the expense transactions, go to the Expenses menu, then click the Export icon.2.PNG

 

Then, you can export the reports and lists of data into individual Excel file. Please follow the steps below once you're ready:

 

  1. Click the Gear icon.
  2. Select Export Data.
  3. In the Reports tab, toggle the reports you want to export to Excel.
  4. Click Export to Excel.
  5. In the Lists tab, toggle the data individually to export.
  6. Click Export to Excel.

I've got you an article for more details: Export Reports, Lists, and More.

 

However, you can also consider @Fiat Lux - ASIA suggestion to use the exporter toll to export any data.

 

In case you need tips and related articles in the future, feel free to visit our QuickBooks Community help website for reference: QBO Self-help.  

 

 Please know that you can always get back to this post if you have any other questions. We're always here to help.

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