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NameUser
Level 4

Deleting duplicate company in QuickBooks Desktop

Hi,

How do I delete a company in QuickBooks desktop?

I do NOT want to cancel my subscription, etc.

A client has six companies (Trusts) all when I log into their QB desktop.

No canceling subscriptions, etc. 

Looking for a simple solution.

 

Thank you!

3 Comments 3
Rubielyn_J
QuickBooks Team

Deleting duplicate company in QuickBooks Desktop

I understand the importance of managing multiple company files efficiently without affecting subscriptions or other complex processes, @NameUser.

 

You can choose to remove the company from the list of open companies. Additionally, you have the option to completely delete company files. Allow me to walk you through the necessary steps.

 

  1. Navigate to the File menu.
  2. Choose Close Company.
  3. Select the Edit List button.
  4. Put a checkmark next to the company file you want to delete.
  5. Click OK.

 

I have these articles available for future reference, which can help you learn more about managing your company file:

 

 

If you have any further questions about managing company files in QuickBooks Desktop or any other accounting matters in the future, please don't hesitate to reach out. I'll be around to help you always. 

BlackWidos
Level 2

Deleting duplicate company in QuickBooks Desktop

The functions you describe 'hide' the company.  It does not 'delete' the company.

 I have the same problem.  I created a test company in Desktop Enterprise, and your system does not allow me to DELETE.  This is an annoyance.  When you 'hide' the functions in the NEW COMPANY, i.e., checking accounts, etc., don't work properly.

There needs to be an additional choice at the company menu:  DELETE. as in, it wipes out all records.

Additional problem: 

I use the Wells Fargo 'export' feature for checking accounts.

I then used the Wells Fargo "export feature for the credit card account.

when I use that export and use it for the QB test ccompany, it duplicates the payments, creating negative balance in checking account.  How do you solve this problem? 

No, we do not allow your system to access our checking accounts.  security risk.

Also don't plan on changing products, will always use desktop enterprise, online storage in your system is not NIST 800-171(2) compliant.

 

JuliaMikkaelaQ
QuickBooks Team

Deleting duplicate company in QuickBooks Desktop

I recognize the significance of deleting a test company file and avoiding duplication when utilizing exported data, @BlackWidos. Let me turn this experience and guide you on how to deal with these concerns one by one.

 

Since you want to remove the company data from QuickBooks Desktop, you can clear it directly on your computer's local drive and use the hide feature within the program. Start by opening the test file, then follow the steps below for guidance:

 

  1. Press F2 on your keyboard to see where the file's location is.
  2. Go to your device folder, then find the file.
  3. Once found, double-click it and select Delete.
  4. Open QuickBooks Desktop, then tap the Edit List.
  5. Choose the deleted company file and hit OK.

 

Regarding your additional concern, since you imported the exported bank transactions from the Checking account of the other company data into the QuickBooks test company file, it creates duplicates and results in a negative balance. Thus, to resolve this, you need to manually eliminate the imported and duplicated ones in the bank register.

 

Here's how:

 

  1. Go to the Lists menu, then select Chart of Accounts.
  2. Pick the account you want to access.
  3. Look for repeated transactions and tap your mouse twice to open it.
  4. Hit the Delete button and OK to confirm.

 

Moreover, I’ve got these articles for future reference to learn more about managing your company file:

 

 

Additionally, you can add, edit, or delete accounts from your chart of accounts in QBDT to make changes that fit your business preferences.

 

The following details will help you with deleting your company files and managing the exported and imported data. Notify us if you require assistance or have other queries about QuickBooks. We are here to support you in any way we can.

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