Hello,

We have three entities operating under one LLC.  We use the "class" feature to separate these three entities on our P&L, etc.

We are now selling off one of the entities and the buyer needs a QuickBooks company file, or at least some very lengthy reports that will show a complete history (invoices, payments, etc) for all customers for just the one class we are selling, for the past couple of years.

I don't know how we can extract/export customer transaction data for just that one entity's customers, as there is no "class" field in the customer setup window.  Even if there was, I'm not sure if we could generate a separate company file that way..

My second thought was to run a detailed customer transaction or balance detail for the last two years and email it to them for reference when needed, and use the "class" filter to just show those customers whose invoices, credit memos, etc were in that class.  The problem is that although the payments the customers have made appear in the report if I do not filter by class, as soon as I do use the class filter, all of the payments disappear, even though all of the payments were applied to invoices that had classes assigned!

Help!  How do I get the buyer the info he needs on the customers he will be inheriting without sharing information about our other two entities in the same LLC's company file?  Thank you!