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Buy nowYou 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.
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.
Where to find the trail version and how to condense than remove
yes, only want to keep the 2024 Jan. onwards
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.
Export Your QBO data:
Run the QuickBooks migration tool.
Once done, We will now condense your data by removing the selected transactions, follow these steps:
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.
Another option, you can purchase a 3rd party service to do so.
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