Forum Discussion

fuzzzz1's avatar
fuzzzz1
Contributing Cover User
3 years ago
Solved

sold business - transfer customer cards and inventory to new owner's MYOB account

Hi

I've been running account right live for years and am in the process of selling my business to a new owner

He will have his own (new) MYOB account right live account.

Please advise how I transfer my customer cards and inventory to the new owner without transferring all the existing other records?

Thanks

Chris

5 Replies

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  • fuzzzz1's avatar
    fuzzzz1
    Contributing Cover User
    3 years ago

    Hi
    Thanks for that.

    I get how to export customer, supplier and employee cards - i am used to using them for email lists etc.....

     

    But please advise where in the export fields can you find inventory?

    I can see cards etc - but that's only customer, supplier and employee etc.

    Here are the drop downs i can see.

    accounts

    activities

    activity slips

    cards

    contact logs

    Custom Lists.

     

    which of these can be used for inventory???

     

    Thanks

    Chris

     

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    3 years ago

    Hi Chris

     

    If you continue to scroll down I think it would be item

     

    To verify this go to lists

    select items and if this is your inventory list, all hunky dory

     

    Lisa

  • LRBooks61's avatar
    LRBooks61
    Ultimate Cover User
    3 years ago

    Hi Chris

    I have attached a screenshot

     

    Lisa

  • fuzzzz1's avatar
    fuzzzz1
    Contributing Cover User
    3 years ago

    Thanks

    I didn't see the drop down!

    Kind regards

    Chris

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