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Choose transactions to remove

Choose which transactions to remove by selecting one of these options:

Transactions before a specific date

If you choose to remove transactions as of a specific date, enter the ending date for the time period you want QuickBooks to remove the transactions.

In general, choose an end date that's a month or more in the past. This gives unpaid bills, uncollected invoice payments, uncleared transactions, and unreconciled transactions some time to complete.

For example, if you want to remove transactions as of the end of each year, wait until February (or later) of the following year to clean up your company file (and choose December 31 of the previous year as the ending date).

Note: Regardless of the end date that you enter, QuickBooks retains payroll transactions from the current quarter and from the prior 4 quarters.

For example, if the current date is 07/01/15 and you enter 07/01/14 as the end date, QuickBooks removes all payroll transactions dated on or before 12/31/13, unless other rules prevent the removal of these transactions. QuickBooks retains all payroll transactions dated from 01/01/14 to 07/01/15.

All transactions

If you choose to remove all transactions, QuickBooks retains all customer and vendor names and all items but deletes all associated transactions. Selecting this option is like starting a new company without having to enter all the names and items again.

Use this option to create a period copy of the company file to give to a third party. A period copy shows only transactions that occurred during a specific date range. To create a period copy, enter start and end dates for the period of time you want to show transactions.

See also

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