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September 27, 2018
05:07 PM
Great article @BrandonT! Thank you for letting us know the steps.
After reading this, I would actually recommend if a customer wanted to make the transition back to QB Mac, I would recommend the following:
- Wait till their fiscal year end and then start a new file.
- Use their balance sheet from their tax return as their opening entry.
- Abandon QBO.
But to be honest, I would probably convince them to stay in QBO first! :cathappy:
Lynda