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dholley328
Level 2

How do I delete all transactions and start all over?

The business has changed since I started it 10 years ago. 

I would like to copy the current database into a new name and delete everything except customers, tax info, company info, and invoice/estimate templates.   So I guess what I want to delete are the invoices only.  I will also delete the product list as that has changed and fouled up.

 

Thanks.

 

Darryl

Solved
Best answer January 01, 2019

Best Answers
JanyRoseB
QuickBooks Team

How do I delete all transactions and start all over?

Hi there, dholley328.

 

It's nice to see you in the Community. I'm here to help and provide some insights about deleting data in QuickBooks Desktop. 

 

Instead of starting from scratch, you can import and export your data to transfer information to and from QuickBooks if you need to concert or create a new company file. Before doing so, you'll need to identify the transaction type and file format to ensure that QuickBooks will be able to handle them. 

 

To learn more about import/export in QuickBooks Desktop, you can check these articles for the detailed steps and information: 

However, if you only delete the Invoice transactions, you can follow the steps below: 

  1. At the top menu bar, click Customers.
  2. Select Customer Center.
  3. Click Transactions.
  4. Select Invoices.
  5. Open all the invoice transactions one at a time, and click Delete
  6. Click OK on the pop-up window once you delete the invoice. 

You may also check this article on how to delete transactions by batch using Batch Delete/Void Transactions.

 

If you need further assistance with the steps, I recommend calling our QuickBooks Desktop Support Team. They have additional tools to pull up your account in a secure environment and do a remote session. 

 

Here's how to contact our support: 

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select the version of QuickBooks, click Contact Us.
  3. Type-in Technical Support on the search bar.
  4. And click Get the Phone number below.

That should do it! Don't hesitate to leave a comment below if you have any other concerns. I'm always here to help you out. 

View solution in original post

4 Comments 4
JanyRoseB
QuickBooks Team

How do I delete all transactions and start all over?

Hi there, dholley328.

 

It's nice to see you in the Community. I'm here to help and provide some insights about deleting data in QuickBooks Desktop. 

 

Instead of starting from scratch, you can import and export your data to transfer information to and from QuickBooks if you need to concert or create a new company file. Before doing so, you'll need to identify the transaction type and file format to ensure that QuickBooks will be able to handle them. 

 

To learn more about import/export in QuickBooks Desktop, you can check these articles for the detailed steps and information: 

However, if you only delete the Invoice transactions, you can follow the steps below: 

  1. At the top menu bar, click Customers.
  2. Select Customer Center.
  3. Click Transactions.
  4. Select Invoices.
  5. Open all the invoice transactions one at a time, and click Delete
  6. Click OK on the pop-up window once you delete the invoice. 

You may also check this article on how to delete transactions by batch using Batch Delete/Void Transactions.

 

If you need further assistance with the steps, I recommend calling our QuickBooks Desktop Support Team. They have additional tools to pull up your account in a secure environment and do a remote session. 

 

Here's how to contact our support: 

  1. Click this link: https://help.quickbooks.intuit.com/en_US/contact
  2. Select the version of QuickBooks, click Contact Us.
  3. Type-in Technical Support on the search bar.
  4. And click Get the Phone number below.

That should do it! Don't hesitate to leave a comment below if you have any other concerns. I'm always here to help you out. 

View solution in original post

dholley328
Level 2

How do I delete all transactions and start all over?

Export and import did the trick.  Thanks!

TamT
Level 1

How do I delete all transactions and start all over?

My data is less than 60days old, how do i refresh everything to start from scratch?  Im in Accountant so I don't want to delete the entire client information just all the data i have entered

Rea_M
QuickBooks Team

How do I delete all transactions and start all over?

Hello there, @TamT.

 

I can think of two scenarios based on your description of the issue above. Let me provide further details about this.

 

When you're using the QuickBooks Online Accountant (QBOA) software, you'll have to import a blank QuickBooks Desktop file to start from scratch. This is to avoid any possible damage to your account. You can refer to this article for the step-by-step guide: Move your QuickBooks Desktop file to QuickBooks Online.

 

However, when you're using the QuickBooks Desktop (QBDT) Accountant platform, you can create a new company file from the existing one. Please note that this process copies your preferences, sales tax items, memorized report, and chart of accounts to the new company file. But it doesn't bring over bank or credit card accounts and sensitive info, like Employer Identification Number (EIN) or payroll. Once you're ready, here's how: 

  1. Go to the File menu.
  2. Select New Company from Existing Company File.
  3. Click Browse and find the company file you want to copy.
  4. Select the file, then click Open.
  5. Give the copy company file a unique name.
  6. When you're ready, select Create Company.

 

In the meantime, I'm adding this article to further guide you in managing your client's account using QuickBooks: QuickBooks Help Articles. It includes topics about account management, advanced accounting, and banking to name a few. You'll have to click the + More topics button to view more selections.

 

Please don't hesitate to click the Reply button below if you have other concerns about managing your QuickBooks data or inquiries. I'm just around to help. Take care always.

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