Bulk Delete, or Bulk Copy + Paste into new Business File

[Tut]

In many tabs, there are batch operations (buttons available at the bottom of the page) that let you export, manipulate in a spreadsheet, and re-import. That feature might help. In cash accounts, there is the find and recode feature, which could help. See these Guides:

Find and recode payments

The main screen of the Payments tab includes a Find & recode button at the bottom to assist with bulk recoding of line items on bank transactions to different accounts or to apply different tax codes: [Screen Shot 2021-06-09 at 2.41.35 PM] This feature is often useful for posting payments from imported bank statements to proper accounts when they are not handled correctly by payment rules. It can also be used in other situations, including when new accounts are added and you want to reallocate…

Using batch operations on inventory items

You can create, update or delete inventory items by batch. When viewing the Inventory Items tab, you will see three buttons in the bottom-right corner. [image] Once you click the Batch create button, you should firstly download the empty spreadsheet template so you know what columns are required. [image] Once you open the empty spreadsheet template, you can enter the data. [image] Then copy and paste the data from the spreadsheet into Manager. [image] When you click the Next button, you …

The 2nd Guide is for inventory, but the process is the same wherever it is available.

Also, don’t give up on the idea of starting from the present without recreating all past history. Regardless of how your position was determined, if you know it, you can set a start date and begin with opening balances.