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Can I move (or import) a segment of transactions to a new business account?

SBP_PWSSBP_PWS Member Posts: 3

I started a small business (sole prop) in mid-2015 and used Wave for bookkeeping. On January 1, 2016 we formed a partnership (under an LLC). Technically this is a new business entity, but I foolishly just just kept using the same Wave account instead of starting a new business account for 2016. I mostly got it straightened out, but there are some lingering issues with reporting. Is there a way for me to import/export or otherwise move all of the 2015 entries into a separate business account in Wave? (Thank you!)

in Accounting Technical Support

Comments

  • mdconsultingatlmdconsultingatl Member Posts: 9

    You can choose the export data option as a excel or csv file. Once you receive the file delete everything but the 2015 transaction and then upload the transactions into a new file. You would need to create journal entries to reverse any 2015 items from the file you are currently using.

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