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nytcpa
Level 3

QB backup of partial data

Is there a way to create a backup or accountant's copy of only a certain date range from a  Quickbooks file?  I've done the books for 20 years for a client that sold the business mid-2021.  New owner working with someone else who needs two months of Qbooks transactions in order to allocate among three K-1 forms on the 2021 S corp return.  I don't want to have to provide full 20 year's of information that I consider confidential to the new owner.  

1 Comment 1
Fiat Lux - ASIA
Level 15

QB backup of partial data

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

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