How can I move invoice and payment transactions from an old company to a new one?
Per the suggestion of my client's CPA, I am creating a new QuickBooks for Mac 2014 company for a client in order to allow old mistakes made by former bookkeepers to drop off.
I am able to bring the expense transactions (checks) over to the new QB company using the batch enter transactions feature in my version of QB Accountant 2014, but I cannot figure out the best way to bring over in batch the revenue transactions while maintaining invoice detail, as well as payment detail!
Any suggestions would be greatly appreciated. I understand that I can bring deposits over, but you lose detail when you record the revenue like that. Thank you!