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Community Contributor *

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 01-01-2019

Accepted Solutions
QuickBooks Team

Re: 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

2 Comments
QuickBooks Team

Re: 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

Community Contributor *

Re: How do I delete all transactions and start all over?

Export and import did the trick.  Thanks!

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