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rodneyrivenbark1
March 17, 2024
Question

How can you delete previous years?

  • March 17, 2024
  • 1 reply
  • 0 views
I started new business and want to start over but want to keep previous customers

    1 reply

    4
    4Gal
    March 17, 2024

    You 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.

    C
    CarlSJ
    March 17, 2024

    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.

    R
    Rebekah33
    June 18, 2024

    yes, only want to keep the 2024  Jan. onwards

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