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M
mikeshick
March 29, 2023
Question

How can I delete all banking transactions and customers and/or export accounts and items

  • March 29, 2023
  • 2 replies
  • 0 views

I'd like to pass on my company file to another user, but remove all customers, their transactions, and vendors and their transactions, and also banking accounts.

 

Is there a way to do this?

2 replies

MJoy_D
MJoy_D
March 29, 2023

I can help you with deleting your customers, vendors, and transactions in QuickBooks, @mikeshick.

 

You can manually delete your customers, vendors, and their transactions one by one. Please take note that customers and vendors that have an existing transaction can't be deleted. You can only make them inactive. 

 

Here's how to delete your customers and vendors:

 

  1. Go to the Customer Center or the Vendor Center. 
  2. Open the customer/vendor profile.
  3. Click their profile and click the checkbox for Customer/Vendor is inactive at the bottom of the page. Or right-click their profile and click on Make Customer:Job Inactive or Make Vendor inactive.
  4. Select Yes to the prompt. 

 

With your transactions, you may need to open each one of them to delete them. You'll usually see the Delete button on the Main tab when opening the transaction.

 

Refer to this article for more information about using the Add/Edit Multiple List Entries window to add and edit multiple customers, vendors, and items. 

 

You may also consider creating a new company file to start afresh. Check out the following article on how to create a new company file and follow the recommended steps on how to get started: Create a QuickBooks Desktop company file.

 

Let me know if you have further questions about deleting your company file data. I'm always here to help. Have a great rest of the day!

Fiat Lux - ASIA
Fiat Lux - ASIA
March 30, 2023

@mikeshick 

Do you only need to share them your CoA and Item list?

M
mikeshickAuthor
March 30, 2023

Yes....but would love to include my reports and header icons as well.  

So, if I could, I think what I want is to transfer everything but delete vendor and customer transactions, and delete my physical bank accounts.  Is there an easy way to do that?

A
AbegailS_
March 31, 2023

Hi there, @mikeshick.

 

I'm here to provide additional information on managing your file so you can transfer it to another user.

 

Before you remove your customer and vendor, let's ensure to delete all their transaction first. By doing so, you can still transfer your report with the header and icons. 

 

Once done, you can deactivate your bank account on the Chart of Accounts page.

 

Here's how:

 

  1. Go to Lists from the top menu.
  2. Select Chart of Accounts.
  3. Locate and right-click the account you want to deactivate.
  4. Choose Edit Account.
  5. Go to the Bank Feed Settings tab.
  6. Select Deactivate All Online Services.
  7. Click Save & Close.
  8. Hit OK to confirm.

 

See the screenshot below for your reference.

 

 

To learn more about the process, you can check out this article: Deactivate your account.

 

I've included this article in case you'll want to review and match transactions: Add And Match Bank Feed Transactions In QuickBooks Desktop.

 

Let me also add this resource that you can use for future reference: Reconcile an account in QuickBooks Desktop. This link can guide you in ensuring that your accounts are well accounted for.

 

Tag me if there's anything else you need help with. I'd be more than happy to work with you. Keep safe and take care!

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