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EdwardMagee
Mar 25, 2024 12:22 PM UTC
Question

deleting old transactions

Hi I'm using Quickbooks Self-Employed
As I only need to keep financial data for 5 years, how do I remove transactions from older tax years etc from Quickbooks?
TIA

1 reply

Ashleigh1
Mar 25, 2024 1:52 PM UTC

 Hello EdwardMagee, thanks for posting on the Quickbooks Community page, as far as I am aware you can batch exclude them but not actually delete them. If you would like to reach out to support via Facebook or Twitter and send us a DM/PM with the issue and the email address linked to your account we can look into this more for you.  

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