Home Forums Heavens Best Forum Computer Help / Questions / Comments Tranfering area-best way to re-do the HB software

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  • #143119
    Larry young
    Participant

    I have bought an existing franchise, and would like access the customer invoices in the future but i am not sure how or even if i can in this program, create a new file so that the only records on the new file would be mine, (i would want to transfer over the customer list to the new one just not the invoices). Thanks in advance for your help.
    Pat

    #145922
    Dan Child
    Participant

    So, you want to add the contacts in but not the invoices? But on the other hand you want to save the invoices for a later time?

    When importing data (with exception of v3.5 to v4 transfers) you will get the invoices and customer lists, and it will replace your existing data.

    I guess it would be possible to use 2 backup files. BUt i wouldn’t recomend it, as it would be time consuming and a high risk of losing data.

    Let me know if i have answered your question.

    Tyler

    #145923
    Larry young
    Participant

    Thank you, I will just keep it all. Pat

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