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Level 1

Old account in quickbooks

I have used Quickbooks for many years (almost 30)...both for my husband's business and as the finance director at our church. At church, the program has gone through many hands so we have old accounts and vendors in the system that are no longer used. I can't delete them because they still have old information attached. I would like to have a back up of all of our years on quickbooks but then start over like 3 years ago to use this as history but be able to start over with accounts and vendors. Does this make sense? Can it be done?

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Level 15

Old account in quickbooks

Assuming you are talking about desktop

 

In the menu file>utilities> there is an option for Condense, you can try that, but Condense works about 60-70% of the time accurately. Print your present critical financial reports (inventory valuation, sales tax liability, a/r and a/p, P&L, balance sheet and any others you worry about), make a back up from the file menu and move it to another folder for safekeeping. Then do the condense, print the same reports - they MUST match or delete the condensed file and restore the original back up file

 

If condense, and period copy if you have the accountants version (same issues), do not work, the first two utilities on this page do work accurately
http://www.q2q.us/indexutilities.htm
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