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You may have 2 options:
1. Use the deleter tool and adjust your beginning balance with the Journal Entry. You can run a trial balance report as a reference first.
https://get.transactionpro.com/qbo
2. Convert your data to QB Desktop for archive. Run the Condense Data utility to remove unused data on QB Desktop. Then convert the condensed company file to a new QBO account.
Welcome to the Community, veer. I'm happy to help you delete your previous year's transactions in QuickBooks Online (QBO).
To start, we have the option to delete your Sales transactions by batch by customizing the transaction period. To do so, we can follow the steps below:
I've provided a screenshot as your visual reference:
Meanwhile, we can customize the transaction date on your Expense transactions and then delete them manually.
Here's how:
Refer to the screenshot I've provided below for better visualization:
This way, you can remove your data from the previous year and keep the 2024 transactions.
In addition, you can also review the following articles below that can guide you to pull up specific financial reports in QBO:
Feel free to reply to this thread should you need additional assistance with your transactions in QuickBooks. We're always here for you 24/7. Take care!
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