cancel
Showing results for 
Search instead for 
Did you mean: 
dholley328
Level 3

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

11 Comments 11
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. 

dholley328
Level 3

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
Moderator

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.

dholley328
Level 3

How do I delete all transactions and start all over?

Quickbooks Desktop 2019

 

I'm trying to create a blank database with only company info and client information.  I want all other information deleted.

I do not have the following in my File menu selections.

 

  1. Go to the File menu.
  2. Select New Company from Existing Company File.

 

Suggestions?

Thanks, Darryl

Fiat Lux - ASIA
Level 15

How do I delete all transactions and start all over?

@dholley328 

That option is not available on QBD Pro/Premier. Secure a backup file, restore it with a new name, and run the Condense Data utility to remove all transactions as a workaround.

dholley328
Level 3

How do I delete all transactions and start all over?

I've attempted the File - Condense several times.   It has not removed the data.

I've tried both the All Transactions with everything checked.  And Remove Transactions by Date using today and choosing a date a year ago.  It goes through the motions but nothing is deleted.

 

Thanks.

Darryl

dholley328
Level 3

How do I delete all transactions and start all over?

it worked this time.     Thanks.

 

Mbmaynard01
Level 1

How do I delete all transactions and start all over?

I use QB for my rental properties.  I want to delete all the customers and start fresh with a different way of identifying the units (customers).  How do I delete all the customers even those with balances so they do not show on my AR?  

Mark_R
QuickBooks Team

How do I delete all transactions and start all over?

I've got you covered, @Mbmaynard01.

 

You won't be able to delete customers with balances, instead, you can make them inactive. When you make a customer inactive, they will be removed from the customer's area, reporting options, and any other place where it is listed. Here's how:

 

  1. Go to the Customers menu, then select Customer Center.
  2. Select each of your customers and click the pencil icon.
  3. Put a checkmark in the Customer is inactive checkbox.
  4. Click OK.

 

You can also read this article to learn how to make multiple customers inactive: Add and edit multiple customers, vendors, and items.

 

You might want to run and customize reports in QuickBooks Desktop. This will help you view all your sales transactions made.

 

Please know that I'm just a reply away if you need any further assistance deleting customers. Wishing you all the best, @Mbmaynard01.

Ali Ahmed
Level 1

How do I delete all transactions and start all over?

hiii

how i can clear/ delete  all transactions??

 

Need to get in touch?

Contact us