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Established Member

How do I purge company data to start over if my company is more than 60 days old in QuickBooks Plus?

When I follow the "cancel subscription" option and then resubscribe, QuickBooks Plus Dashboard shows me all the old information that that company. I have two companies and only need to delete and restart one of them.
6 Comments
Moderator

Re: How do I purge company data to start over if my company is more than 60 days old in QuickBooks Plus?

Hello,

 

If your company files are more than 60 days old, you cannot purge the info and start over.  You would have to start a whole new subscription and enter all the info from scratch.

Experienced Member

Re: How do I purge company data to start over if my company is more than 60 days old in QuickBooks Plus?

how is it possibly legal for Quickbooks to not allow you to purge an account post 60 days of having the account?  Please someone explain to me the reasoning behind such a policy?  How is day 59 any different than day 61?  Canceling a current account and having to buy a new subscription with a new email address does not seem like a practical solution for a company as big as Quickbooks.

 

Does anyone else find this insane?

QuickBooks Team

Re: How do I purge company data to start over if my company is more than 60 days old in QuickBook...

Hi @Blake May,

 

You'll have to contact directly our Customer Care Support and have them purge your company file. I'm here to help you accomplish this.

 

To start with, @MarshallA is correct. In addition, you're unable to purge your company information on your end if it's more than 60 days old.

 

For your reference, I've included our detailed guide in purging your company information: Deleting Online Data and Starting Over.

 

That being said, here's how you can contact our support:

  1. Go to Help.
  2. Select Contact us.
  3. Enter Purge Company Information in the How can we help? field.
  4. Click Let's talk.
  5. Choose Start a chat or Get a callback.

This way, they'll be able to purge your company information so start a new one.

 

Also, here's an article you can read to learn more about contacting our support: Contact the QuickBooks Online Customer Support Team.

 

As always, you can visit our Help Articles page if in case you need to learn some "How do I" steps.

 

It'll be always my pleasure to help if you have any other questions. I'll  be keeping an eye for your response.

Moderator

Re: How do I purge company data to start over if my company is more than 60 days old in QuickBooks Plus?

@Blake May 

 

I also just want to clarify something.

 

You said "...subscription with a new email address does not seem like a practical solution for a company as big as Quickbooks."

 

You don't have to use a new email address.  You can (and it's actually recommended) to use your same Intuit ID to start the new company file.  That way your login in the same and if you need to access the old file for any reason you can just toggle to the old company file by clicking Gear Icon/Switch Company.

Experienced Member

Re: How do I purge company data to start over if my company is more than 60 days old in QuickBook...

@johnpril_L thanks for your reply.  I was on the phone with Quickbooks for 3+ hours this past Saturday.  After working with them trying everything under the sun to fix my issues (this actually all started with wanting to delete some charts of accounts), the best solution was going to be to "start over".  That's when I figured I'd just purge my account (I knew this was an option because I did it a few different times within the first month).  That's when I was made aware of the 60 day purge rule.  And so I was basically told the equivalent of purging your account if you're over 60 days, is to cancel your current subscription and start a new one.  This is also what 99% of individuals say when I performed google searches, QB community, etc. on this issue, was to cancel and get a new subscription.  Again, this just does not seem like a best practice for QB.  And more importantly, no one has been able to explain to me WHY this is the policy of QB.  They keep telling me it IS the policy, but no reasoning behind the policy.  Like I told the QB rep I spoke to, there very well may be a justification to this type of policy and if so, I'd like to know what it is.  The only semi answer I received as to why this is the policy, is because in case there's a lot of information inside my account.  But even then, who's to say I cannot delete my own personal data, whether it be a little bit of info, or a lot.  Or, for example, what if I subscribed to QB but for whatever reason, chose not to use it or input much data until 70 days into my subscription, and I have little to no data in there at the time.  Honestly, at this point, I'm more interested in WHY this is a policy.  I'd imagine that the powers that be (i.e executives/higher-ups) proactively decided to implement this policy, so there's some reason behind it.  

 

Thanks again for your response and would love to hear anything additionally you might have to add.

QuickBooks Team

Re: How do I purge company data to start over if my company is more than 60 days old in QuickBook...

Thanks for getting back to us, @Blake May.

 

I appreciate you searching for other posts and contacting our Phone Support team to get this working. 

 

Before 60 days is the period of migrating and fixing mistakes, which is why you can do purging. Beyond that, it is already considered to have no room for mistakes by the system.

 

As my colleague @JonpriL mentioned, if you're account is already beyond 60 days, purging the file is no longer available. You need to cancel it and start a new subscription. Consider checking out this article for additional information: https://quickbooks.intuit.com/community/Help-Articles/Deleting-online-data-and-starting-over.

 

This should answer your concern. Please let me know if you have any additional questions. I'll be here to help. Take care and have a good one.