Deleting a company file in QuickBooks Desktop is a different process from QuickBooks Online, @pharmacyshop.
In the Desktop version, you can create a brand new company file or use your existing company to create a basic framework for new ones.
To start, you’ll want to make a copy of your existing company file. I’m glad to show you the steps.
- Open QuickBooks Desktop and the company file you want to copy.
- Press F2 to open the Product Information window and check where your company file is saved on your computer.
- You can also create a backup and use it to restore your company.
- Rename the file and then save it to a unique folder.
Once done, you’ll need to remove the transactions to start fresh. Here’s how:
- Open your new company file and review it.
- Go to the File menu and hover over Utilities.
- Select Condense Data. If you receive a message about removing budget data, click Yes.
- In the Condense Data window, select All Transactions and press Next.
- Follow the on-screen instructions to remove the copied transactions.
You can run a Transaction List by Date report to ensure accounts are completely empty after condensing your file. See this article for more information: Create new company files from existing ones in QuickBooks Desktop.
I’ve included this reference in case you want to consolidate your reports from multiple companies: Combine reports from multiple company files.
Don’t hesitate to tap the Reply button below if you have more questions about managing your QuickBooks account. We’ll be here to help. Have a great day and always take care!
