QuickBooks won't be able to remove all transactions if you have payroll data in the current year.
**Remove all transactions from a copied company file** (Note: This creates a copy of the original company file, with a different name.) Save the backup to a folder where you want to keep your new company file. The copy will keep your accounts, lists (customers, vendors, items, etc.), templates, and preferences from the original company.īelow are the steps on how to copy an existing Hosted QuickBooks Desktop company file: You can create a new company file by copying an existing one, an using the Condense Data utility to remove all transactions. I'm just a reply away if you have any other questions about this concern. They have the ability to do run a remote viewing session and walk you through the procedure. If you need further assistance with this process, feel free to get in touch with our Customer Care Team. Doing this will help you to have intact records of your customers transactions including their open balance.īefore doing so, I'd suggest creating a backup copy of your company file so you can easily restore it in case of data loss. The best thing to do is to create a new company file and import the data that you need. This is to avoid messing up your customers' balances. If you wish to keep those open bills and invoices from the previous year's transactions, deleting your past data is not advisable. Hi there, got me here to provide some clarifications about deleting your previous transactions in QuickBooks Desktop. Please keep me posted if you have any additional questions, as I'm always here to help. I'm confident this will take you in the right direction. You can check out this article for detailed troubleshooting steps on how to create a new company file from the existing company file: Create a new company file by copying an existing one.Īs always, you can contact our Technical Customer Support Team if you'd like someone to be with you as you go through these steps.
Then, you'll need to export the lists from the original company file and import them into the new company file. If you don't want to manually delete them, you can create a new company file.
Since an invoice and template transactions will be also carried over, you'll need to manually delete them so you can remove the transactions in the new company file. You can create a new company file by copying the existing file with the same vendors, customer contact information, chart of accounts and lists.Īside from that, all the lists, transactions, templates, and preferences in the original company file are also carried over.
I'd be glad to help you create a new file from your existing company file in QuickBooks Desktop.
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