QuickBooks Online

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   I purchased 01 Transaction Pro Deleter for Quickbooks for use on QuickBooks Pro 2009 so that I could transfer my information to the OnLine Plus version.
The business has been in operation from 2000-present.  The current file size is over 250 MB which is over the 120 MB limit on the transfer of data.  I am trying to delete the information prior to 2007 in order to get under the file size.
I want my balances to transfer correctly (i.e. balance sheet, etc.).  Is this possible?  In order to do this, what steps do I need to take so that when I delete transactions the integrity of the data is not compromised?
Thanks,

Joe

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Daddy Joe Members Profile Send Private Message Find Members Posts Add to Buddy List Newbie Joined: 26 January 2010 Location: Arkansas Online Status: Offline Posts: 2	Post Options Post Reply Quote Daddy Joe Report Post Quote Reply Topic: QuickBooks Online Posted: 26 January 2010 at 2:56pm
	I purchased 01 Transaction Pro Deleter for Quickbooks for use on QuickBooks Pro 2009 so that I could transfer my information to the OnLine Plus version. The business has been in operation from 2000-present. The current file size is over 250 MB which is over the 120 MB limit on the transfer of data. I am trying to delete the information prior to 2007 in order to get under the file size. I want my balances to transfer correctly (i.e. balance sheet, etc.). Is this possible? In order to do this, what steps do I need to take so that when I delete transactions the integrity of the data is not compromised? Thanks, Joe

administrator Members Profile Send Private Message Find Members Posts Add to Buddy List Admin Group Joined: 01 October 2003 Online Status: Offline Posts: 1883	Post Options Post Reply Quote administrator Report Post Quote Reply Posted: 26 January 2010 at 3:16pm
	You should run a trial balance before deleting If you use inventory you should note your inventory counts After deleting run another trial balance enter inventory adjustment if you use inventory items enter a journal entry to get your trial balance correct The deleter has the same effect as if you manually deleted the transactions in QuickBooks.

Daddy Joe Members Profile Send Private Message Find Members Posts Add to Buddy List Newbie Joined: 26 January 2010 Location: Arkansas Online Status: Offline Posts: 2	Post Options Post Reply Quote Daddy Joe Report Post Quote Reply Posted: 26 January 2010 at 3:21pm
	If I'm deleting through 12/31/06 then I should run the trial balance as of 12/31/06 so I have my balances then correct? Since the transactions are still in there for 1/01/07-present, I won't need those, right?

administrator Members Profile Send Private Message Find Members Posts Add to Buddy List Admin Group Joined: 01 October 2003 Online Status: Offline Posts: 1883	Post Options Post Reply Quote administrator Report Post Quote Reply Posted: 26 January 2010 at 4:04pm
	You should consult your accountant on this. Not knowing your QuickBooks file we cannot give specific accounting advice. Most of the time it will impact your trial balance regardless of the date.