Hi Tooldoc,
Batch delete is a great new addition to QuickBooks Desktop Accountant 2020 edition. It allows you to delete multiple unlinked invoices, sales orders, bills or cheques quickly. I can help go over how to use this feature.
Before going over the steps, you should know that any changes or deleted transactions can have an affect on your books as well as cause issues with any previous reconciliations you have done. Before deleting anything, I suggest contacting an accountant to learn how this might impact your books. If you don't have an accountant, you can find one close to you on our find and accountant page. Another way to reduce the size of your company file without having to delete anything is to create a new company file from an existing one. This will help things run more smoothly and prevent issues like you're described. To do this, follow these steps: File>New Company from Existing Company File. Select the file you want to use and create a new name for the new company file.
In order to use the batch delete feature, you first need to have QuickBooks Desktop Accountant edition 2020 installed and updated on your computer. To make sure you're up to date, you just need to press F2 on your keyboard to have an information window pop up. At the top, beside the version you're running it should say R7P. If it does, awesome, but if not you'll need to update by going to: Help>Update QuickBooks Desktop>Update Now>get updates. Once the updates are downloaded, follow the pop up message to finish the update.
Once updated to R7P, open your company file. You'll then need to open the Accountant Centre by going to: Account>Accountant Centre. If you don't see the option under tools, you can click the customize button and look through the list for batch delete to add it. Once it's added, you just need to click on it in the tools menu, select the transaction type and remove what you want from the list.
Hope this helped with your batch delete or creating a new company file!
