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fuzzzz1's avatar
fuzzzz1
Contributing Cover User
3 years ago

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

      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

        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