We appreciate you dropping by here in the Community, @K Patch.
Before anything else, did you happen to encounter any error messages while trying to click the Keep all transactions, but remove audit trail info to date option in QuickBooks Desktop (QBDT)? This way, we'll be able to provide you with an appropriate solution depending on your scenario.
While waiting for your response, let's first perform some troubleshooting steps to isolate this issue.
To start, let's download and install the QuickBooks Tool Hub. This way, we'll get to prevent common errors. Here's how:
1. Close QuickBooks.
2. Download the most recent version (1.6.0.3) of the QuickBooks Tool Hub. Save the file somewhere you can easily find it (like your Downloads folder or your Windows desktop). Note: If you've installed Tool Hub before, you can find out which version you have. Select the Home tab. The version will be on the bottom.
3. Open the file you downloaded (QuickBooksToolHub.exe).
4. Follow the on-screen steps to install and agree to the terms and conditions.
5. When the installation finishes, double-click the icon on your Windows desktop to open the tool hub.
Once done, let's then proceed to run the QuickFix my Program from the Tool Hub. Let me guide you on how:
1. In the QuickBooks Tool Hub, select Program Problems.
2. Click on Quick Fix my Program.
3. Start QuickBooks Desktop and open your data file.
If you still can't tick the option in QBDT, let's go ahead and proceed with solution 2. This will determine if there's some damage to your company file and not with QuickBooks. Here's how:
1. Open the QuickBooks Tool Hub, then select Installation Issues.
2. Select QuickBooks Install Diagnostic Tool. Let the tool run. It can take up to 20 minutes.
3. When the tool finishes, restart your computer and start QuickBooks Desktop, then open your data file.
4. Update your QuickBooks to the latest release. This makes sure you have the most recent fixes and security updates.
For detailed steps, kindly visit: Repair your QuickBooks Desktop for Windows.
Moreover, we'll also share this link where you can search for articles that can guide you in managing your company: Help articles for QuickBooks Desktop.
Let us know if you require further assistance with managing your QBDT file by leaving a reply. The Community team always has your back. Keep safe.
