we are due to switch over to QBO at the start of our new financial year 1st July. My question is I have connected my bank accounts, credit cards, PayPal and my inventory system Quickbooks Commerce. I am testing everything out, setting up my chart of accounts, tags etc. When I switch on the 1st I would like to delete all of the transaction data. What is the best way to handle this?
Hi paulfredaldous, if the account is within 90 days of the subscription start date, you can follow our guide here to wipe the account and start over - if you're just looking to remove the transactions, and not any accounts or tags, you'd need to manually delete these instead. :woman_technologist:
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