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rodneyrivenbark1
Level 1

How can you delete previous years?

I started new business and want to start over but want to keep previous customers
6 Comments 6
4Gal
Level 11

How can you delete previous years?

You can convert your data to QB Desktop file and use the trial version to access your historical data for good.

Then condense your QB Desktop file to remove unused data and convert it to a new QBO account for your new business. Don't forget to cancel the old QBO account.

CarlSJ
Moderator

How can you delete previous years?

A pleasure to have you here in the Community, Rodney.

 

To assist you efficiently, may I confirm if you want to keep customers from 2024 but delete those from 2023, 2022, and previous years? or do you want to purge your company and start from scratch? Any additional details could help address the issue more effectively.

 

I'll keep an eye on this thread to assist you further. I'll be more than happy to lend a hand. Stay safe.

Rebekah33
Level 1

How can you delete previous years?

Where to find the trail version  and how to condense than remove 

Rebekah33
Level 1

How can you delete previous years?

yes, only want to keep the 2024  Jan. onwards

JoanaC
QuickBooks Team

How can you delete previous years?

Thank you for your prompt response on this thread, @Rebekah33. Let me assist you in downloading the trial version and condensing your data.

 

First, we will need to download the trial version of QuickBooks Desktop. Before we start, ensure that your computer meets the requirements to install QuickBooks Desktop Enterprise 2024.

 

Next, let's convert your QuickBooks Online to Desktop. Follow these steps to download the migration tool in your QBO: Please Note to keep this page open.

 

  1. Sign in to QuickBooks Online.
  2. Go to the Export Overview page.
  3. Select Get Started.
  4. Select the Download tool.
  5. Install the migration tool, then select Next.
  6. Read and accept the terms in the license agreement, then select Next.
  7. Select Install, then select Finish.

 

Export Your QBO data:

  1. In  Step 1: Prepare to export page, select Continue.
  2. Select the QuickBooks Online data you want to export, then select Continue. Note: You can choose All financial data or All financial data without transactions. For products and services, the quantity on hand isn't exported.
  3. In  Step 3: Request your data page, select Continue.
  4. Fill in the Name and Email address fields, then select Continue.
  5. Select Close.
  6. Go to the Export Overview page.
  7. In  Step 1: Prepare to export page, and follow the instructions for online migration. Then, select Continue.
  8. In the Exporting from QuickBooks Online page, select Continue to Download, then select Download QBXML file.
  9. Save the file to your desktop, then select Continue.

 

Run the QuickBooks migration tool.

  1. In the QuickBooks Desktop Migration tool, select Browse, select your QBXML file, and select Open.
  2. Open QuickBooks Desktop. In the No Company Open screen, select Create a new company.
  3. In the What does creating a company file require? Select For Myself, then select Start Setup.
  4. In the sign-in screen, go to the Sign in Later dropdown, then select in 2 days. Select OK.
  5. In the migration tool, select Import. Choose the location of the file and name the file. Select Save.
  6. In the application certificate, select Yes, and allow access even if QuickBooks is not running. Select Yes. Select Continue, then select Done.
  7. In the Update Business Info screen, fill out the fields then select Save, select Sign in now, then select Start Working.
  8. In the Intuit Account menu, select Admin, enter your email address, and then select Continue.
  9. In the Sign In Later dropdown, select In 2 Days, then select OK. Wait for the importing to finish, then select Done.

 

Once done, We will now condense your data by removing the selected transactions, follow these steps:

 

  1. Select File, then select Utilities.
  2. Select Condense Data.
  3. Select Remove the transactions you select from your company file. Select Next.
  4. Select the transactions you’d like to remove, then select Next.
  5. Select how transactions would be summarized, then select Next.
  6. Select how inventory should be condensed, then select Next.
  7. Select the recommended transactions you’d like to remove, then select Next.
  8. Select List entries you’d like to remove, then select Next.
  9. Select Begin Condense, then allow the process to complete. Select Close.

 

After condensing, we'll have to create a new QuickBooks Online for your new company data. The new QBO account is crucial as we're unable to move your condensed data if the account is older than 60 days. To import the data, you can check this article to learn how to import: Move your QuickBooks Desktop file to QuickBooks Online.

 

To know more about what data will move from QBDT to QBO, refer to this article: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

Please note that after we import the data to your new QBO account, don't forget to cancel your old QBO subscription to avoid double payment.

 

Moreover, I'd like to share this article to help you connect your bank to your new QuickBooks Online account: Learn how features and data move from QuickBooks Desktop to QuickBooks Online.

 

If you still have questions about exporting and importing your data, please don't hesitate to comment below. Have a great day.

 

4Gal
Level 11

How can you delete previous years?

@Rebekah33 

Another option, you can purchase a 3rd party service to do so.

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