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January 27, 2025
Question

How do I erase all financial data from QBO Trial?

  • January 27, 2025
  • 1 reply
  • 0 views

I already have an account with QBO from using its free 30 day trial 2 years ago. I still have access to this QBO. How do I erase all my previous financial data on it like general ledger, invoices, trial balance, payments, etc?

 

1 reply

January 28, 2025

I'm glad you had the opportunity to experience using the QuickBooks Online (QBO) trial version, sileebo. I'll assist you further in successfully canceling your account.

 

Once the 30-day trial expires, you'll have read-only access to your QuickBooks company for one year. After that, your financial data will be automatically deleted. Since it has already been 2 years and your data has not yet been deleted, I recommend contacting QuickBooks Live Support for further assistance. They are the best support team for such inquiries, as they can investigate why the financial data in your account has not been deleted.

 

I would also recommend creating a new account to start fresh if you don't want to continue using the trial version of QuickBooks. If you haven’t signed in recently, you’ll be asked to create an Intuit account. Don’t fill this out unless you want to connect your new company file to that account. Instead, look for the Adding a company to an existing account? section and select the Sign in link. Then, sign in with the user ID and password you already use for QuickBooks.

 

Moreover, you can check out this article which offers insights on managing your company settings and getting started with the program: Get started and adjust settings after you sign up for QuickBooks Online.

 

Lastly, did you know that we provide a complimentary session with our QuickBooks Live Expert Assisted service? Our specialists are adept at simplifying financial management and providing personalized guidance to address the specific needs of your business. Take the first step toward a brighter financial future with just one click.

 

My goal is to help ensure everything is set up correctly for your business needs. Just count me in if you need more help with managing your QBO account.