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eaglehangars
Level 1

Clean sweep

I use Quickbooks Pro.  I want to clean sweep accounts payable, accounts receivable and start fresh.  I don't want to loose any of my customers, memorized transaction lists,chart of accounts.

I just want to start from "0" with no ap or ar from past entries.  Is their an easy way to do this?

6 Comments 6
MJoy_D
Moderator

Clean sweep

I can help you with starting fresh in QuickBooks Desktop, @eaglehangars.

 

You can create a new company file to start fresh. Then, export your customers and chart of accounts from this old company file to the new one.

 

Please take note that not all lists and transaction types can be exported and imported to your company file. Check out this article for more information: Import and export data in QuickBooks Desktop.

 

Export your lists one at a time to prevent issues caused by exporting very long lists. Here's how:

 

  1. Go to the QuickBooks File menu, hover to Utilities.
  2. Select Export and then click on List to IIF Files
  3. Choose the list you want to export and click OK.
  4. Browse the location where you want to save your file and click Save.

 

Once done, you can now create a new company file.

 

  1. Close your current QuickBooks Desktop account and then reopen it. 
  2. In the No Company Open window, select Create a new company.
  3. Follow the onscreen steps to finish the setup.

 

Here's more information on how to create a new company file and the two setup options available: Create a QuickBooks Desktop company file

 

On this new company file, make sure that you are logged in as the Administrator and you are in single-user mode to start importing the list that you've exported from the old company file. 

 

Here's how:

 

  1. From the File menu, hover to Utilities.
  2. Select Import and click IIF Files
  3. Import the Chart of Accounts.
  4. Follow the onscreen steps to finish importing the file.

 

See this guide for detailed guidance on how to export and import your lists and transactions: Export lists from the old company file into a new data file. This will also show you the correct order when importing the lists. 

 

From here, refer to this article for more information on how to enter an opening balance for a bank, credit card, and other types of accounts to this new company file: Enter opening balances for accounts in QuickBooks Desktop.

 

I'm always here if you have other concerns about creating this new company file or anything else. Let me know by leaving a reply below. Keep safe and have a great rest of the day!

Fiat Lux - ASIA
Level 15

Clean sweep

@eaglehangars 

If you are using QBD 2019 or later version, utilize the Condense Data utility to remove all transactions.

ChetAsher
Level 2

Clean sweep

 

Hello community members - 

 

I have QUICKBOOKS DESKTOP PRO PLUS 2022.

I have created a new company file recently.

I transferred CHART OF ACCOUNTS and VENDOR LISTING using IIF files from company A to B.

Will transfer CUSTOMER LISTING in a breeze since I know how it works.

My question is - IS THERE A SIMPLE/SIMILAR WAY to transfer MEMORIZED TRANSACTION LIST just like I did import export of COA and VENDORS ?

Thank you all.

 

AileneA
QuickBooks Team

Clean sweep

Hello, ChetAsher

 

The option to import/export the memorized transaction list isn't available. I understand how the workflow you're looking for is beneficial to your business.
 
Through our Feedback board, we can pass a request here about this feature. Just go to the Help icon and choose to Send Feedback Online. These requests and suggestions are forwarded to the Product Development Team, and I want to let you know that your voice matters and each update our developer team creates are considered that it benefits our customer's business. 

 

To help you understand what you can import and export in QBDT, please check out this article: Export, import, and edit IIF files. 

 

You may view this article to know more about the new and improved QuickBooks features in QuickBooks Desktop 2022: What’s new in QuickBooks Desktop 2022. This contains insights to help you run your business smoothly.

 
Please let me know if you need further assistance with your QuickBooks account. I'm here to help you out whenever you needed me. Have a great day!

ChetAsher
Level 2

Clean sweep

Thanks AileneA  for your reply.

Just wanted to make sure I am not missing on some useful available features in quickbooks.

 

Appreciate much, Have a nice day.

 

ChetAsher

 
 
Kurt_M
QuickBooks Team

Clean sweep

Hi there, @ChetAsher.

 

Glad to hear my colleague was able to provide you with the help that you need to get through this situation. 

 

In case you have any other QuickBooks-related concerns, don't hesitate to post them here again. It'll be our pleasure to handle and get them sorted out as soon as possible. Take care, and have a good one!

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