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1. QUICKBOOKS DESKTOP PRO 2017 RECURRING TRANSACTIONS HOW TO
2. QUICKBOOKS DESKTOP PRO 2017 RECURRING TRANSACTIONS FULL

To do this from the main menu click File -> Utilities -> Condense Data That’s anything before 2017 and after 2019. I’m going to go and remove the information I don’t need to send to my auditor. Then click the blue OK button to save the change. In the Company Name field enter a name that will allow you to recognize this as the file that’s getting edited. To edit this display name click on Company in the main menu then select My Company.Ĭlick on the pencil icon above Company Information. I like to change this name so I know for sure which file I’m in and avoid accidentally editing the wrong file. The display name across top of the Quickbooks file will be the same as your original file. Otherwise, you’ll just override the data in your regular file and defeat the purpose of creating the backup.Įven though I changed the name of the file itself. Now on the “Save Company File as” screen I suggest you give your file a completely different name. Select the file you just created and click Open. Then select “Local backup” and click Next. On the next screen select “Restore a backup copy” and click Next. To open the file you just created click the “Open or restor an existing company” button. I’m now going to close my “real” QuickBooks file and open the copy I just created so I can edit it.įrom the main menu click File -> Close CompanyĪ box will appear announcing that you have No Company Open. It will take a moment and then let you know that the file is saved. It’ll then ask when you want to save your backup (now or scheduled). It’s a good idea to save to a different drive for a real backup but for a temporary backup, the same drive is fine. It will popup a warning and suggest saving to a different drive. If you’re saving the backup to the same drive that your company file is on. Then under ONLINE AND LOCAL BACKUP I like to check off “Complete verification.” Then click the blue OK button. Now click the blue Next button.īrowse to where you’d like the save the file. For this example, I’ll backup up locally. In the Create Backup box that pops up select whether you’d like your backup stored online or locally. To do this click on File in the main menu, then Back Up Company -> Create Local Backup. I’ll start by making a copy of the QuickBooks file, this is the one I’ll edit. In this example, I want to only provide data from 2017-2019. Pro or Premium and whatever year you’re currently using. But this works with any version of QuickBooks Desktop.

QUICKBOOKS DESKTOP PRO 2017 RECURRING TRANSACTIONS FULL

Keep reading for full instructions with screenshots.įor this training, I’m using QuickBooks Desktop 2021. When it asks “Do You Want to Remove Unused List Entries?” click Yes.Click Yes on the Confirm your choice pop-up.Select the option for removing data that matches your circumstance, enter dates if applicable and click Next.Select “Remove the transactions you select from your company file” and click Next.In the main menu click File -> Utilities -> Condense Data.Remove information you don’t want to send to your auditor.Edit the Company Name field and click the blue OK button.Click the pencil icon above Company Information.Click Company in the main menu then select My Company.On the “Save Company File as” screen name your file something completely different from your regular QuickBooks file and click Save.Select the backup/copy file you just created and click Open and then Next.Select “Restore a backup copy” and click Next.In the No Company Open box click “Open or restore existing company” and click Next.In the main menu click File -> Close Company.Select to save your backup now and click the blue Next button.Check off “Complete Verification” then click the blue OK button Browse to where you’d like to save your file.Select to store your backup locally then click the blue Next button.Click File -> Back Up Company -> Create Local Backup.Create a copy of your QuickBooks file to edit.This will allow you to create a file you can send to an auditor with just the data they need to see.

QUICKBOOKS DESKTOP PRO 2017 RECURRING TRANSACTIONS HOW TO

Then how to remove specific data, by date, from that file. In this tutorial, I’ll show you how to create a copy of your QuickBooks Desktop file.