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Kk36HH
May 2, 2024
Question

clearing old customers and transactions

  • May 2, 2024
  • 1 reply
  • 0 views

Hello, I am hoping someone can help me with a strange and specific issue.  

Basically I am wanting to wipe my customer/invoice/payment history and start over. 

 

Back story and specifics (please be gentle, newish business owner here of 3 years just trying to provide a service in my community, I'm not super bookkeeping experienced):

 

I use a separate program for my business billing and payments.  A couple years ago when I started, I tried to integrate this program with my quickbooks after I had already had a couple billing cycles. When customers, invoices and payments started to sync, they didn't sync accurately and not all payments could be matched with their invoices and it kind of turned into a mess I didn't know how to remedy so I stopped the integration and moved on without these being recorded in my quickbooks account.   I have just tracked income through the deposits, but obviously cannot see any billing vs payment history through my quickbooks. 

 

I am going to begin using a new program and I want to sync it before there are actually any transactions or invoices done so that everything will match up once I start using it. However, all of the customers and weird balances/unapplied payments etc are on my quickbooks account from a couple years ago and I am wanting to know if there is a way to clear this out and start from scratch so that everything is 100% accurate moving forward.  Some of the old customers are still customers but I want the transactions associated with them removed, and all the old customers and transactions to not show at all. 

 

Is this possible? Please please help!!! 

1 reply

F
FateCandylaneT
May 2, 2024

We can wipe your company data so you can start over in managing your business, Kk36HH. I've got detailed information to help you handle customer transactions and balances in your account.

 

If your QuickBooks Online data is less than 60 days and you're utilizing QBO Plus, Essentials, and Advanced subscriptions, you can have the option to purge your account. Doing so will allow the system to delete all entries entered into the company, and restoring them isn't available.

 

However, if your books are 60 days old or older, you'll need to cancel your account and start a new subscription. Once canceled, we'll delete your data after a year to let you decide if you want to reopen your account. That said, a canceled company will be visible when logging in to QuickBooks until the scheduled deletion.

 

Once the account was successfully canceled or purged, you can follow these steps in setting up a new one and start from scratch:

 

  1. Go to https://quickbooks.intuit.com/choose-country/.
  2. Fill up the User ID and password.
  3. You can use the same user ID and password you previously had. If you activated payroll in the account, this is the best option for you.

 

Additionally, you may also export and secure a backup copy of your file so you can utilize them anytime in the future.

 

Once everything looks good, I'm sharing this reference to guide you in managing your data and learn more about the online program: Get Started QuickBooks Tutorials US.

 

We'll keep this thread available for any additional queries you may have when handling transactions in your account. Feel free to reply to this post, and I'll ensure to get you covered. Keep safe and have a good one!

F
FateCandylaneT
May 5, 2024

Hi Kk36HH,

 

Hope you’re doing great. I wanted to see how everything is going about clearing old customers and transactions you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.

 

Looking forward to your reply. Have a pleasant day ahead!

 

Thanks. 

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