@bethstokes wrote:
We are selling our business and would like to provide the new owner with certain information so that he does not have to manually enter the data into his company. We want to provide him the customer information. We would also like to give him the charge/invoice history for future reference if he has any questions about previous service costs, but we don't want this to mess up his running balances and such. We didn't use a chart of accounts or any kind of vendor payment options. We used QBO only to bill customers and post their payments, so it's not a lot of varied information. And of course, we don't want to give him the banking info for our company. Is there a way to provide this selected info? Also, by doing so, will he be able to import the info into his existing company or will he have to create a second company, thereby keeping it separate from his existing portfolio of customers? He isn't very familiar with QBO as his use is limited like ours.
In QB ALL you can do is export lists, no data, using the gear menu select export and choose the list to export. The new owner, once they have a QBO account, can import those lists
Transactions do not transfer to a new owner, even if they could be exported. You might give him what you are talking about as an excel file for reference. If he could import your reference transactions, yes it would impact on his accounting, not what he would want.
