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R
Roving
October 6, 2023
Question

I need to start fresh. I don't see how to back up my company to access in case, where is that? Can I keep the same subscription or do I need to create a whole new one?

  • October 6, 2023
  • 2 replies
  • 0 views
I need to restart my company QB as the records weren't kept correctly, but I want to keep them just in case I need to look them up. How do I do this? I can't seem to find how to backup my company (with all the receipts I've uploaded), nor can I figure out how to start a new one with the same subscription.

2 replies

S
SarahannC
October 6, 2023

Hello there, Roving.

 

The option to directly back up your QuickBooks Online company is exclusively available in QuickBooks Online Advanced. Otherwise, you'll have to manually export your data or rely on a third-party application to back up your information within your account. That way, you'll be able to keep your data and look them up in time you need. 

 

And yes, you can keep the same subscription and start with a clean slate if your QuickBooks Online (QBO) account is new or less than 60 days old. Here's how you can erase your QuickBooks Online data and start over:

 

  1. Log in to your QuickBooks Online account.
  2. Change the URL to include /purgecompany. Please see the screenshots:

  3. Once the data has been deleted, you will need to type the word YES to confirm, and then click on OK. 
  4. Once you have made your selections, click on Wipe Data. 
  5. After the deletion process is finished, you will be redirected to your home page.

 

Note: Purging your QBO account will permanently delete all data associated with it, and this action cannot be undone.

 

On the other hand, if your QuickBooks Online (QBO) account is 60 days old or older, you will need to cancel your existing account and initiate a new subscription in order to start fresh. To cancel your QuickBooks Online (QBO) account, follow these steps:

 

  1. Click on the Gear icon and select Account and Settings under Your Company.
  2. In the Billing and subscription tab, click Cancel in the QuickBooks section.
  3. Follow the provided steps to cancel your account.
  4. Then, start a new account by going to this link: Sign up QBO account. You can use the same User ID.


If you have any more concerns or questions about QuickBooks, feel free to reach out. I'm here to assist you. Goodbye for now and take care!

R
RovingAuthor
October 20, 2023

I don't want to delete my client's data. How do I keep that? 

M
Mich_S
October 21, 2023

Hi there, @Roving. I appreciate you for keeping us updated on how you want to handle your QuickBooks Online data.

 

The Purge company feature is designed to erase all of your QBO data. As an alternative, you have the option to export your client's data prior to purging. This enables you to transfer the data to your new company. Here's how:

 

  1. Log in to the account that has your lists.
  2. Navigate to Reports.
  3. Depending on what list you need to export, search for and run Account List, Customer Contact List, Vendor Contact List, or Product/Service List report.
  4. Customize the list report's columns. Select each report below to check how their columns should be ordered.

 

After exporting and saving your reports, perform the following steps to import your lists to your new QBO account.

 

For detailed steps on importing each list, see these articles:

 

 

Kindly browse this module to learn more about how your Excel files should look and fix common errors when importing lists: Move your lists to QuickBooks Online.

 

Feel free to tap the Reply button below if you have any further concerns about data management or QuickBooks. I am always available to assist you. Keep safe.

T
Tonya Logan
November 2, 2023

Quickbooks online automatically backs up every night around midnight into the cloud.  You can download data to an excel file and save it on a usb thumbdrive or to your computer.  With QBO Advanced you will have the ability to back up and restore data to a specific date if you made a mistake and are just noticing it.

4
4Gal
November 3, 2023

@Tonya Logan 

If you are not using QBO Advanced, you can use a 3rr party backup restore app.

 

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