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AKAK-SAGA
February 21, 2023
Question

Starting over

  • February 21, 2023
  • 2 replies
  • 0 views

I'm trying to use QBO, and am having a hard time of it.  I would like to either a) delete all my bank transactions and re-import them, or b) completely erase my profile and start all over again.  Are either of these things possible?  Thank you.

2 replies

Fiat Lux - ASIA
Fiat Lux - ASIA
February 22, 2023

You can't purge your QBO account if it is > 60 days old or you use QBO Simple Start. You will have to signup for a new account.

https://quickbooks.grsm.io/US

 

As an additional option, use a backup restore app to lower any future risks.

https://partnerwithus.rewind.com/quickbooks

 

 

DHeraV
DHeraV
February 22, 2023

Yes, all of these are possible, @AKAK-SAGA.

I'd be glad to guide you on the steps of how to delete bank transactions and start all over again in QuickBooks Online (QBO). 

Kindly follow these steps on how to delete bank transactions in QBO:
 

  1. On your QBO account, go to the Banking tab, then select the correct bank account.
  2. Go to the For Review tab then mark the items you want to delete. Tip: You can directly tick the box next to the Date column to select all transactions.
  3. Select Exclude.


     
  4. Next, go to the Excluded section, then tick the box next to Date to select all excluded items.
  5. Once ready, click on Delete.

 

For detailed information, kindly visit: Void or delete transactions in QuickBooks Online.


Once done, you can then re-import transactions in QBO.


Moreover, if you decide to start over in QBO, you can either purge or cancel your account depending on how old your account is.

If your account is 60 days or older, you may need to cancel your current QuickBooks Online company and start a new one. However, if it's less than 60 days old, you can just purge your account.

For detailed information, kindly visit: Delete your data and start over in QuickBooks Online.


Additionally, I'll also share this link where you can search for articles that can guide you in managing your QBO account: QuickBooks Online Help Articles.

Don't hesitate to leave a reply if you require further assistance with deleting transactions or managing your QBO account. The Community team always has your back. Have a good one.

A
AKAK-SAGAAuthor
February 24, 2023

Thank you for the information.  If I delete my account and start over, do I have to pay for a new account?  

 
I was able to delete the old transactions and re-import them.  However, when I clicked the top of a data column to sort the data, I lost several of the transactions.  I could not find them anywhere, so I once again deleted everything and re-imported.  This time, importing the same data file resulted in a random subset of the data being imported.  I tried this a few times, and each time the result was different.  I really don't know what to do here.
Candice C
Candice C
February 24, 2023

Good morning, @AKAK-SAGA. 

 

I appreciate you coming back and asking additional questions about starting over.

 

If your account is 60 days or older, you'll need to cancel your account and then pay for a new one. If it's less than 60 days old, you can simply purge your account without paying. 

 

For more details, check out this guide: Delete your data and start over. 

 

I hope this helps answer your question. Feel free to come back if you have any trouble along the way. Have a splendid day! 

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