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Replying to:
ckzraymond
Level 2

Existing Company - starting over

My QB company has been in existence for 15 years.  Because they didn't have money, we had to move from tracking inventory to a basic plan years ago.  We would like to start over because it's such a mess, but  also want to save the data from the first 15 years.  From my research the only option is to cancel my current subscription (and the data will only be saved for a year) and start over.  I understand you can't move the customers over, just products and services and lists, I believe.  Is that the only way to start over or is there a better way to keep the customer information, but delete all the products and start over?  Of course I will lose all the data regarding who bought what, etc.  Thank you for any advice for me.

Thank you.

 

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