How do I delete past year of accounts? I only want to keep records for 6 years, and I have 10 years of accounts online?

I can explain the best way to handle your account history without causing any issues on your financial records, Isla.

If the accounts are old and no longer in use, we mark them as inactive. However, they will still appear on reports with a deleted label because making an account inactive in QuickBooks is simply hiding it.

Here's how:

1. Click the Gear icon.
2. Select the Chart of Accounts.
3. Find the account you want to make inactive and click on the Account History dropdown.
4. Then, choose the Make inactive button.

If an account is 10 years old and has had new transactions in the last 6 years, those transactions will also be included when the account becomes inactive.

Since you only want to retain the last 6 years of data, we can utilize a third-party app to remove the older data. Visit the QuickBooks Apps Center to find available applications that can help you with this.

We'll always be here if you need more assistance.