How do I delete that file from 2020 Desktop QuickBooks and just enter 12.31.23 Trial Balance?

You can run the Condense Data utility to remove data prior to 1/1/2024 on your QB Desktop 2020. Then you can convert the condensed file to QB Online.

Use the Condense Data utility

Rest easy, jack. I’ve compiled all the steps you need to delete the specific entries in your Trial Balance.

The Trial Balance is an accounting report and cannot be deleted directly. However, as mentioned by Chrea, we can use the Condense Data Utility in your QuickBooks Desktop (QBDT) 2020 to remove specific transactions up to the specified date. Following this process, you can override the entries you initially migrated, providing a fresh start and clean data in QuickBooks Online (QBO).

Before proceeding, ensure to reconcile your account, print or save all your reconciliation and discrepancy reports, and back up your company file.

Now, let me walk you through the process of condensing your company file:

1. Navigate to the File menu, then hit Utilities.
2. Choose Condense Data.
   
   
3. Click Remove the transactions you select from your company file. Choose the transactions you want to remove. Hit Next.
   
   
4. Pick the transactions you’d like to remove, then click Next.
5. Select how transactions should be summarized, then hit Next.
6. Choose how inventory should be condensed, then select Next.
7. Pick recommended transactions you’d like to remove, then click Next.
8. Choose List entries you’d like to remove, then hit Next.
9. Then, Begin Condense and wait for the process to complete. 
10. Once done, hit Close.

Afterward, migrate your condensed data to QBO. This process will ensure that only the relevant and cleaned data is transferred.

Additionally, elevate your financial management with QuickBooks Live Expert Assisted. Enjoy personalized, one-on-one video consultations with certified professionals for customized bookkeeping support and strategic financial guidance during your product transition.

Lastly, I'll provide some resources to help you navigate the transition from QBDT to QBO. These resources include answers to frequently asked questions about the conversion process, as well as a comprehensive checklist to guide you in setting up your new QBO account:

• Learn about switching from QuickBooks Desktop to QuickBooks Online
• Get started and adjust settings after you sign up for QuickBooks Online

You can always return to this thread if you have further concerns about migrating your data. Our Community is here day and night to assist you.