Question

How to remove only some data that we want

Forum|Forum|5 years ago
August 31, 2020
2 replies
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Hello.I'm Jenny.

We have used QuickBooks Plus and tested many things before using it to our customers.

We wonder if you could delete some test data we want for us.

For example, We want to keep our settings (that's why no reset is possible) , but want to delete only invoices/estimates/payments and Products/Services List.

So Please let me know if there's another way but deleting one by one manually.

P.S. Only "Make inactive" can be shown on Products and Services menu.

There's no "Delete" button on Products and Services menu.? How can I remove sample data??

Looking forward to quick reply!

QuickBooks Online - International

BettyJaneB

Hello there, @jennyhan.

Allow me to provide insights about eliminating some data in QuickBooks Online.

At this time, being able to delete customer's and vendor's transactions in bulk isn't available in QuickBooks Online. It needs to be done manually. On the other hand, the system only allows you to make an item inactive. This way, you still have the option to reactivate them, in case you need it in the future.

Here are some links that you can check out to guide you in modifying your items in QBO together with deleting transactions:

On the other hand, if you want to delete all your data and start from scratch, you can purge your data if your account is less than 60 days. The system deletes all data entered into the company, and you're unable to restore or reverse them.

To do that:

Log in to your QuickBooks Online account.
Change the URL to include /purgecompany.
Example: URL shows https://qbo.intuit.com/c28/app/homepage, change to: https://qbo.intuit.com/c28/app/purgecompany.
The next screen will provide a summary of the items to be deleted.
Type the word “YES” once the data gets deleted, then click OK.
Click Wipe Data once your selections are complete.
Once the deletion is complete, you will be rerouted to your home page.

You can always visit this reference attached for complete details about this process: Learn how to delete your data in QuickBooks Online and start over with new books.

Lastly, know that our developers are constantly working and considering new features to be added in the system to help you run your business easier. I'd encourage you to visit our QuickBooks Online Blog site to be updated with our latest enhancements.

Let me know if there's anything else that I can assist you with. I'll be around to lend a helping hand. Take care!

J

jennyhanAuthor

Hello.

Thank you for your reply!

I understand your reply but wonder why deleting transactions in bulk isn't available.

Also, Here're more inquiries about deleting features.

1. When we wanna remove many invoices, do we have to click each invoice/estimate/payment and 'delete' button one by one? Only this way is available? No 'delete' button on Sales list!

2. Only 'inactive' button on Customers / Services and Product list. Can you explain why there's No 'delete' feature?

3. We tried to delete some items manually on Services and Product list as you said.

But some of them cannot be deleted! The error message continue to appear as image.

Please check it. very confused.

It's test sample data so we don't need it but still on our list again and again!

What's "default service" in the error message??

Looking forward your help!