For background, I am an architect using QuickBooks Pro 2012 so I sell services and I start each client off with an estimate for the total lump sum fee to be charged per our contract and then bill monthly based on actual percentage of completion for each of my five phases of work.
I ran as an LLC for the last 8 years, i have just switched to a sole proprietorship. With the new bank accounts, tax licenses, etc... I have created a new QB company. Clients from the former company that I am still working with are to be 'migrated' over to the new company.
As I was partially through my service contracts with those clients, how do I write a new invoice showing (based on the estimate created in the old company QB file, with the old bank accounts, etc...) the previous percentages charged, new percentage charged? And then how will the statements of all transactions for their accounts work when some of the transactions took place in the old QB file?
I ran as an LLC for the last 8 years, i have just switched to a sole proprietorship. With the new bank accounts, tax licenses, etc... I have created a new QB company. Clients from the former company that I am still working with are to be 'migrated' over to the new company.
As I was partially through my service contracts with those clients, how do I write a new invoice showing (based on the estimate created in the old company QB file, with the old bank accounts, etc...) the previous percentages charged, new percentage charged? And then how will the statements of all transactions for their accounts work when some of the transactions took place in the old QB file?
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