Skip to main content
SmallBizMiss
Jun 26, 2021 12:12 AM UTC
Question

14,500 customer limit

What can I do if I hit the 14,500 customer limit but don't want to pay for enterprise? This is years of info and I do not have many repeat customers.  My inventory skus are not that big but I really need to delete or remove old transactions/customers. 

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
Jun 26, 2021 2:28 AM UTC

You may have 2 options:

1. Utilize a migration tool to remove unneeded data and create a new company file.

https://transactionpro.grsm.io/qbd

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

2. Purchase a 3rd party list reduction service to reduce list items in your company file without the loss of any historical transactions.

Contact us in private for details.

Tammy_H
Jun 28, 2021 7:01 PM UTC

Hi SmallBizMiss,

 

Welcome to the QuickBooks Community. Thanks for being a long-time QuickBooks customer. I can provide you with the choices when creating a new company file.

 

To lower the number of customers in your file, you can create a new company file from an existing one or export the information using IIF.  You can pick what comes over and only include the information you want in the new company. If you'd like to review this process, check out the following article: export, import and edit IIF files.

 

You can create a company based on an existing file. This brings balances and lists such as customers and vendors from your old company file. To complete this, go to File>Create Company from Existing Company File. You then select the current file and create a name for the one you're creating.

 

This works when best done at year-end, so you begin the year with fresh books.

Terms & ConditionsAccessibility statement