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Migrating Open AR / closing down entities

edited Sep 20, 2023 1:43PM in Ask A Guru 3 comments

Hi

We are closing down some of our entities and transferring existing customers and related transactions under a new entity.

There are open customer invoices that we need to migrate over, what is the best practice for migrating open A/R and closing down entities? When we migrate open A/R, how do we close down those transactions under the old entity? Is there also a recommended time to do this migration e.g. end of year, end of quarter?

Is there a csv import template we can use for migration?

Regards,

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