Other questions
Hello, dcarey.
I hope you're doing well so far since you've started. I can recommend a couple of ways to easily delete your 2019 data.
The first method is to create a new company file and export the lists and other data. You'll want to export only the 2020 data to the new one. Keep the old company file as a backup or an archive.
To export or import your lists:
- Go to the File menu.
- Hover on Utilities.
- Choose either Export or Import.
Also, you'll want to look for a third party app to let you export those 2020 transactions. I've provided a link to our App Center below.
The second method is to use the Condense Utility tool. Due to its complexity, I do recommend reading this article to know more about the process: Use the Condense Data utility.
There are also other options out there. You can look for third party apps that can specifically delete those 2019 records at once. I recommend browsing in our QuickBooks Desktop App Center: https://desktop.apps.com/home.
Do you need help with your 2020 data? We have a variety of help content to guide you in managing your transactions and lists. Browse them here: QuickBooks Desktop general topics page.
If you have more concerns on managing your company data, do let me know in the reply section below. You can also add any other questions you might have for QuickBooks Desktop.
