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November 12, 2023
Question

Have a client that had some connection issues early on and now when im doing year end its showing multiple accounts(that ive closed) with starting balances i cant remove

  • November 12, 2023
  • 1 reply
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I would like to start fresh with the client as of September 1st of this year, how do i delete everything and start over?

1 reply

November 13, 2023

Hi there,

 

Welcome back to the Community. QuickBooks gives you the flexibility you need in order to manage your income and expenses with peace of mind. It's vital you're able to get the info you need and I'll be happy to provide that so you can move forward. 

 

The program allows you to delete the data on your account only if your account is under 90 days of usage since the date you started your subscription. If your account is within 90 days, please follow the steps below to delete your data:
 

Important note: This process will delete all the data in the company file. Once you delete it, you can’t restore it. This process is only available to QuickBooks Online Plus, Essentials, and EasyStart. 

  1. Log in to your QuickBooks Online Company.
  2. Change the URL to include /purgecompany
    Example: Change https://sg.qbo.intuit.com/app/homepage to https://sg.qbo.intuit.com/app/purgecompany
  3. The next screen will provide a summary of the items to delete. Type YES to delete the data, then select OK.

Here's an article with more info about deleting your data by purging the account. Otherwise, if you're looking to delete transactions that contribute to the accounts with the starting balances in question, you'll have to manually delete the transactions using the helpful info in this article here

 

Feel free to ask other questions. I'm here to help you achieve your QuickBooks goals.