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Level 1

Can we start over?

We previously used Quickbooks desktop and 2 years ago switched to quickbooks online.

Thinking it would be an easy learning curve, we dove right in and with our busy pace have not connected to training information or each other (as we should have) to get it correctly set up.  We looked for someone who was good at quickbooks online to help us straighten things out, but couldn't find the help we were looking for. (on site)

We are now digging into a deeper hole and do not know how to get out.

Is there a way to start over since our year end is March 31?  

 

Solved
Best answer April 10, 2020

Accepted Solutions
Fiat Lux - ASIA
Level 15

Can we start over?

You have to open a new QBO account for a fresh start

https://quickbooks.grsm.io/UK

 

Then utilize a 3rd party tool to migrate any List and Transaction data if required.

https://transactionpro.grsm.io/qbo

Use promo code 20PERCENTOFF at checkout, valid until April 30th, 2020.

 

To seek any local assiatance, visit this link

https://quickbooks.intuit.com/find-an-accountant/

 

Or consider hire a 3rd party bookkeeper for the time being to setup and manage your books

https://botkeeper.grsm.io/quickbooks

 

View solution in original post

2 REPLIES 2
Fiat Lux - ASIA
Level 15

Can we start over?

You have to open a new QBO account for a fresh start

https://quickbooks.grsm.io/UK

 

Then utilize a 3rd party tool to migrate any List and Transaction data if required.

https://transactionpro.grsm.io/qbo

Use promo code 20PERCENTOFF at checkout, valid until April 30th, 2020.

 

To seek any local assiatance, visit this link

https://quickbooks.intuit.com/find-an-accountant/

 

Or consider hire a 3rd party bookkeeper for the time being to setup and manage your books

https://botkeeper.grsm.io/quickbooks

 

View solution in original post

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Level 1

Can we start over?

These are all wonderful suggestions, I am currently looking into them. 

Thank you so much for your help.

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