Hi there, @santisusbielles.
You've got me here to provide some clarifications about deleting your previous transactions in QuickBooks Desktop.
If you wish to keep those open bills and invoices from the previous year's transactions, deleting your past data is not advisable. This is to avoid messing up your customers' balances.
The best thing to do is to create a new company file and import the data that you need. Doing this will help you to have intact records of your customers transactions including their open balance.
Before doing so, I'd suggest creating a backup copy of your company file so you can easily restore it in case of data loss.
If you need further assistance with this process, feel free to get in touch with our Customer Care Team. They have the ability to do run a remote viewing session and walk you through the procedure.
To do that:
- Go to https://help.quickbooks.intuit.com/en_US/contact
- Select your product.
- Select your QuickBooks version.
- Select a topic.
- Click on the Get Phone Number button.
I'm just a reply away if you have any other questions about this concern. I want to ensure you're all set. Have a nice day!
