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ShulyM
Level 2

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Hello- We reached the max number of customers which also maxed vendors and employees. We have QBD Premier edition 2021.

I was able to free up some space in all 3 mentioned above by merging vendor names and deleting ones created without transactions.

 

with all that I was reading here I’m still confused how I can delete the customers/vendors with existing transactions without affecting the financials. Can you please provide a more detailed instructions how to do so ?

 

also we are no longer using assisted payroll starting this year, we have an outside payroll service to process. My question is- how do i delete employees names without deleting the transactions? 

Id rather not migrate to Enterprise and qbo is out of the question.

 

looking forward to hearing advise,

many thanks

Shulym

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