Can I delete old "Excluded" items

pjmitchell55 · ‎July 08, 2020

I am trying to clean up QBO before we migrate to Desktop in the next month or so.

I see a LOT of "excluded" items from the past, before me. Everything is reconciled up to date.

Can I safely delete these excluded items, or will that screw something up somewhere ? If I don't delete these old excluded items, will that all migrate over to the Desktop version when we do that?

Thank you.

Rustler · ‎July 10, 2020

As I understand it, no they will not migrate, but even if they do it is no harm done.

be sure you read and understand what will not transfer to desktop

https://quickbooks.intuit.com/learn-support/en-us/manage-data/export-limitations-quickbooks-online-t...

In QBO print all financial statements so that you can do the same in desktop to find errors, and correct them manually (intuit will not help) before you start entering current transactions

View solution in original post

Rustler · ‎July 10, 2020

As I understand it, no they will not migrate, but even if they do it is no harm done.

be sure you read and understand what will not transfer to desktop

https://quickbooks.intuit.com/learn-support/en-us/manage-data/export-limitations-quickbooks-online-t...

In QBO print all financial statements so that you can do the same in desktop to find errors, and correct them manually (intuit will not help) before you start entering current transactions

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