Follow the on-screen instructions to cancel your account.In the QuickBooks section, select Cancel.Select the Billing and subscription tab.Go to Gear icon and select Account and Settings under Your Company.If it's 60 days old or older, you need to cancel your account and start a new subscription. Once the deletion is complete, you will be rerouted to your home page.Click Wipe Data once your selections are complete.Type the word “ YES” once the data gets deleted, then click OK.The next screen will provide a summary of the items to be deleted.Example: URL shows homepage, change to: purgecompany.Change the URL to include /purgecompany.Log in to your QuickBooks Online account.To purge the data, follow the steps listed below: The system deletes all data entered into the company, and you're unable to restore or reverse them. If you're using QuickBooks Online (QBO), you can either delete or purge your company file to start fresh for January 2020. If your QBO data is less than 60 days, you have the option to purge your account if you're using QuickBooks Online Plus, Essentials and Advanced. Thank you for joining the thread, steps provided above ( click the File menu) is for the QuickBooks Desktop version. Let me know in the comment section below if you have any other questions. Back up your QuickBooks Desktop company file.Ĭreate and open portable company files in QuickBooks Desktop.I've also included some articles in case you need some ideas about creating a backup, as well as modifying reports to acquire the data you need: It'll keep you up to date about any changes in the product. We always make improvements to the features in QuickBooks Desktop, and this preference might be available in the future.įor the time being, you can visit the New Features section within QuickBooks. I can see how the workflow you're looking for is beneficial to your business. For now, the only option is to create a backup copy for you to keep or filter reports in a specific period. Thank you for posting here in the Community, can share additional information about the data in QuickBooks Desktop.Ĭurrently, the ability to archive older data is still unavailable in the system. I'm always around if there's anything else that I can help you with. You can check this reference about creating and restoring this type of file: Create or restore a QuickBooks portable company file.
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