I'm here to guide you on how you can delete and manage your data in QuickBooks Online (QBO), @Heenan.
Sometimes you need to start fresh with your QBO company. If your account has been active for more than 90 days, you're unable to delete your data. You'll have to cancel your account, then start a new subscription instead.
However, if your account is within 90 days of signing up, you can reset your data. This is applicable for QBO Plus or Essentials users only. With QBO Simple Start, you need to cancel your current account and start a new one.
Before doing so, please note that this process will delete all data in your company file. Once you delete it, you can’t restore it. Whenever you're ready, follow these steps:
- Sign in to your QuickBooks Online Company.
- Change the URL to include /purgecompany
Example: Change https://app.qbo.intuit.com/app/homepage to https://app.qbo.intuit.com/app/purgecompany - The next screen will provide a summary of the items to delete. Type YES to delete the data, then select OK.
To learn more about the process above, please see this article: Wipe your data and start over in QuickBooks Online.
In case you only want to remove your transactions until 31st March 2022 (not including accounts or tags), you can manually delete them in QuickBooks. You can refer to this article for the complete details: Void or delete transactions in QuickBooks Online.
Also, to further guide you in managing your QBO company and transactions, I'd recommend checking out the article and one of our help pages below:
Please keep me posted in the comments if you have other concerns about managing your QBO data. I'm always ready to help. take care, and I wish you continued success, @Heenan.
