How to remove all transactions from copy of the company to get a fresh start

ge_uk · ‎July 03, 2024

Hi,

We need to keep all the lists but to remove all transactions from the copy of the company to get a fresh start. In this info Create new company files from existing ones in QuickBooks Desktop it is explained how easily it's done with Condense Data utility. The only thing is not mentioned that this utility is only available in US version of QB. There is no one for Canada.
My question is why? Is there any reason why Condense Data utility is not available for all users?

Thank you!

Trish_T · ‎July 03, 2024

Hi ge_uk,

I can understand how beneficial it would be to have the Condense Data utility available for QuickBooks Desktop customers in Canada. This may be due to some differences within the Canadian and U.S. product capabilities. However, I do encourage you to submit a suggestion to our Development Team, so they can work on providing this in future updates. Here's how;

1. Select the Help option, then Send Feedback Online

2. Open the Product Suggestion option

3. Enter your suggestion, then hit Send Feedback.

I hope you find this to be helpful!

View solution in original post

Trish_T · ‎July 03, 2024

Hello ge_uk,

Thanks for reaching out to us here. We can understand the need to get a fresh start with QuickBooks Desktop. As you're aware, the Condense Data utility is not available with QuickBooks Canada. However, I would be happy to provide the information you need, to create a new company file using data from your existing one!

Before getting started, you'll Create a QuickBooks Desktop company file with the data that you'd like to carry over. It's important that you give your new company file a unique name so that QuickBooks doesn't accidentally overwrite your data. Proceed by following this guide with the steps for exporting lists from a QuickBooks company file to another.

If you need additional support with this process, please don't hesitate to contact our Customer Care team. They will enjoy the opportunity to work with you personally, and ensure you're back to business as soon as possible!

Feel free to reach back out if you have other questions. We would be glad to assist!

ge_uk · ‎July 03, 2024

Thank you Trish,

I understand the other way around with creation of the new company and then importing the lists. I just don't understand why the Condense Data is not available in Canada. Any reason why? Thank you!

Trish_T · ‎July 03, 2024

Hi ge_uk,

I can understand how beneficial it would be to have the Condense Data utility available for QuickBooks Desktop customers in Canada. This may be due to some differences within the Canadian and U.S. product capabilities. However, I do encourage you to submit a suggestion to our Development Team, so they can work on providing this in future updates. Here's how;

1. Select the Help option, then Send Feedback Online

2. Open the Product Suggestion option

3. Enter your suggestion, then hit Send Feedback.

I hope you find this to be helpful!

ge_uk · ‎July 03, 2024

Thank you Trish,

I did submit product suggestion.

Trish_T · ‎July 03, 2024

Hi ge_uk,

Perfect! I am confident that we will see this available in Canada, moving forward.

Have a wonderful day!

4Gal · ‎July 03, 2024

@ge_uk

You can purchase a 3rd party condense service.

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How to remove all transactions from copy of the company to get a fresh start