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summery123
Level 2

QB Self Employed - How to delete ALL data and start again?

Hi all :)

 

I signed up to QuickBooks Self Employed last night. I was figuring how to use it, but now would like to delete all the data (including connections to my bank, receipts, expenses, mileage.. everything), and start afresh.  How would I be able to do this please (if possible)?

 

Many thanks!

Solved
Best answer July 21, 2022

Best Answers
IntuitSheila
Level 7

QB Self Employed - How to delete ALL data and start again?

Hello summery123,

 

In QuickBooks Self Employed you can disconnect your bank or credit card connected on file. Doing this process will remove all of the transactions downloaded in QuickBooks. 

 

Here's how to delete data from connected bank or credit card accounts:

 

  1. Click on the Gear Icon or Profile Icon.
  2. Choose the Bank accounts.
  3. Selec the trach icon in that section.
  4. Type Delete and select Delete to confirm.

 

To delete entries imported from a CSV file:

 

  1. Click on the Gear Icon, and click Imports.
  2. Choose the bank account you imported the CSV file into.
  3. In the Files imported section, select the trash icon for a file.

If you've manually entered transactions in the Transactions tab and Mileage you'll have to delete or exclude them manually one at a time since we're unable to automatically or bulk delete the data on file.

 

If you have other concerns with QuickBooks you can always post in the Community or click the Help menu in your QuickBooks file. Have a great day!

 

View solution in original post

2 Comments 2
IntuitSheila
Level 7

QB Self Employed - How to delete ALL data and start again?

Hello summery123,

 

In QuickBooks Self Employed you can disconnect your bank or credit card connected on file. Doing this process will remove all of the transactions downloaded in QuickBooks. 

 

Here's how to delete data from connected bank or credit card accounts:

 

  1. Click on the Gear Icon or Profile Icon.
  2. Choose the Bank accounts.
  3. Selec the trach icon in that section.
  4. Type Delete and select Delete to confirm.

 

To delete entries imported from a CSV file:

 

  1. Click on the Gear Icon, and click Imports.
  2. Choose the bank account you imported the CSV file into.
  3. In the Files imported section, select the trash icon for a file.

If you've manually entered transactions in the Transactions tab and Mileage you'll have to delete or exclude them manually one at a time since we're unable to automatically or bulk delete the data on file.

 

If you have other concerns with QuickBooks you can always post in the Community or click the Help menu in your QuickBooks file. Have a great day!

 

summery123
Level 2

QB Self Employed - How to delete ALL data and start again?

Thank you once again IntuitSheila! :)