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rebecca-evaashle
Level 1

How do I delete everything and re start

 
2 REPLIES 2
jamespaul
QuickBooks Team

How do I delete everything and re start

Hello, rebecca-evaashle.

 

I'll show you a couple of ways to delete your data from QuickBooks Self-Employed. I'll also throw a tip on how to restart in a clean slate. 

 

There are two ways to restart in QuickBooks Self-Employed. The first method is to simply delete your transactions (imported and categorised). Here's how:

 

For manually imported transactions (through a CSV file): 

 

  1. Open the Gear icon, then choose Imports.
  2. Select the account.
  3. In the Files imported section, click the Trash can icon.
  4. In the pop-up prompt, choose Delete

 

qbsestart1.PNG

 

For connected accounts: 

 

  1. Open the Gear icon, then choose Bank accounts.
  2. Click the trash can icon again.
  3. Type "DELETE" in the text box.
  4. Click Delete

qbsestart2.PNG

 

Doing these steps will delete the transactions (categorised or not) from your account. 

 

If you have transactions that were manually added (not through a CSV file), here's how you can remove them: 

  1. Go to the Transactions menu. 
  2. Find and check the transactions you manually added. 
  3. Click the trash can icon, then hit Apply

qbsestart3.PNG

 

More details here: Delete bank and transaction data in QuickBooks Self-Employed.

 

The second method is to cancel your current subscription and sign up for a new one (might have to use a new email address to resubscribe). This article can tell you more about the process: Cancel your QuickBooks Self-Employed subscription.

 

You can sign up for a new subscription here: https://quickbooks.intuit.com/uk/self-employed/.

 

If you need help managing your transactions in your QBSE account, you can check out these articles: 

 

Happy to help you out again if you have questions managing your financials in QuickBooks Self-Employed. Just reply here and I'll get back to you. 

Fiat Lux - ASIA
Level 15

How do I delete everything and re start

@rebecca-evaashle 

If your account has reached 30 days or older, consider opening a new QBSE account with current discounted rate. Don't forget to cancel your old account.

https://quickbooks.grsm.io/UK-SE