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M
magazine in Suffolk
December 26, 2023
Question

Reset Account ( over 90 dates )

  • December 26, 2023
  • 1 reply
  • 0 views

I have always been a pen and paper person thus using QBO is a big learning curve.

We run a small community style magazine and sell space thus we only have 4 items in inventory at the same price with the variation being discount levels this still only leaves 17 amounts in the bank statements. Many do not pay bang on time and also not always include the updated monthly invoice number which makes matching a bit of a job. TBH my partner and myself do not devout the correct amount of time and have let things drift, funds are in bank but to prepare for reports and accountant is the whole purpose of having QBO.  

My question is can I save all the customer details and then purge all the data, ive read 

1 reply

4
4Gal
December 26, 2023

You should signup for a new account and migrate data from your old account.

    J
    Jelayca V
    December 26, 2023

    Hello there, magazine in Suffolk. I understand that transitioning to QuickBooks Online (QBO) might be a bit challenging, especially if you're used to traditional pen-and-paper methods. Whether you're new to QBO or have been using it for a while, here are some steps you can take to reset your account.

     

    If you're a new customer, you can purge your data and start over. However, if you've used QuickBooks for a while, you need to create a new company. The process for resetting your account depends on your company's age and subscription level:

     

    1. If you've been using QBO for less than 90 days, you can purge your data. This option is available for QuickBooks Online Advanced, Plus, or Essentials users only. If you use QuickBooks Online Simple Start, you'll have to cancel your current subscription and start a new one. Please note that purging your data will delete all data in the company file, and you won't be able to restore it. 
    2. If you've been using QBO for 90 days or more, you can't delete your data. Instead, you'll have to cancel your subscription and start a new one. 

     

    Before you proceed with purging your data or deleting your account, it's important to be cautious. If you choose to start over, you may want to keep your current lists by moving them to a new file.

     

    For more details and information, check out this article: Delete your data and start over in QuickBooks Online

     

    Also, we have some helpful articles that might be useful to you in the future: Find, review, and edit transactions in the account history in QuickBooks Online

     

    Feel free to reach out if you have any further questions or need assistance with the process. We're here to help you make the most of your QBO experience. Have a good one. 

     

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