Home Forums Support how to move clients from one business to another

This topic contains 1 reply, has 2 voices, and was last updated by  Hillel Coren 4 weeks, 1 day ago.

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  • #16992

    Exclusiveas
    Participant

    Hello,
    i have 2 companies setup in the program and would like to know how to copy one client and its data invoices/quotes and paste or retrieve it in the second business? is this even possible?
    Take one client from company A and move it to Company B..
    Please let me know.
    Thank you
    George

    #16993

    Hillel Coren
    Keymaster

    It isn’t supported but you may be able to export data as CSV from one company and then import it into the other or use a tool like PieSync.

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