Hello @ahreal4me,
We would love to help show you how to start over!
There are a few rules on purging an old file and wiping it clean.
Using QB Simple Start:
Nothing you can do but start over at a higher level.
Using Essentials, Plus or Advanced > 60 days:
If you are past the first 60 days, you will need to create a new company file and the choose to import the data again. The data file can be overwritten for up to 60 days max.
Do not forget to cancel the old file once you have pulled anything out you may need.
Using Essentials, Plus or Advanced < 60 days:
If you are new and had the Essentials, Plus or Advanced for less than 60 days, you can purge the current file, wipe it clean and do a conversion of the desktop file again to repopulate the current subscription.
Here is a link with the steps:
Remember if you convert the Desktop file again, be sure to verify, verify, verify.
Reconcile the QuickBooks Desktop file to the most recent date prior to converting.
You will need to re-reconcile the QuickBooks Online file to the same date after converting.
One more thing: You can also export bank rules if you had to create a new subscription.
We hope that helps. If you need more help, feel free to reach out. We are happy to assist!
Lynda Artesani, @Lynda
Artesani Bookkeeping
Matthew Fulton, @ParkwayInc
Parkway Business Solutions
