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
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.