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.

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?

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.

@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.

@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.

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.
 

my account is five days old and I want to to purge my info and start over,

can you help me? Then I want to scheduke anothe appointment with an accountant

I've got you covered, @kmaher123. 

It only takes a few easy steps. Just follow the instructions below on how to purge your company. Note: Be sure you want to delete everything before you start the process. 

1. Sign in to QuickBooks Online as an admin. 
2. Delete all the text after the last / and type in purgecompany. 

Example:

• Before: https://...qbo.intuit.com/app/homepage
• After: https://...qbo.intuit.com/app/purgecompany

       3. Type Yes to confirm that you want to delete your company data. 

       4. Press Wipe data. 

That's it! You've successfully purged your company data. If you run into any trouble along the way, just look into this link about deleting your data and starting over in QuickBooks Online. 

If you have any other concerns, don't hesitate to ask questions. Have a splendid Monday! 

My company is less than 60 days old in QB. My issue was that I have multi currency bank accounts but initially they were both identified as home currency CAD and transactions were transferred into QB. So, I have decided to purge all the data as once a transaction is completed you can not change the currency. I purged all the data by using the purgecompany link and following the wipe command. All was removed. But, the moment I reconnected my two bank accounts, some transactions were automatically posted and it did not allow me to change the currency of one of the bank accounts. The field is grayed out. What should I do?

Thanks

Sheetu

@sheetu 

Have you enabled the multicurrency feature?

Hello there, sheetu.

The transactions downloaded in your bank feeds are already fixed including the currency. That's why the option to change it is unavailable. In addition, when purging your company file, the settings you've set to the account will still be the same and only the data will be removed. 

You can check out the steps provided by my colleagues and these articles for more details in managing your bank downloaded transactions: 

• Categorize and match online bank transactions in QuickBooks Online
• Manually upload transactions into QuickBooks Online

Let me know if you have other questions. Take care and have a great day!

Yes I did, after purging the data.

Yes

The above reply tells me why purging did not work but did tell me how to change the currency of one of my bank accounts. Can you help me with that? Thanks. 

Thank you for reaching back to the Community, sheetu.  

As mention by my colleague above, once you've connected your account in QuickBooks the transactions will download automatically and including the currency. That's the reason why you're unavailable to exchange it. 

For more information about using and setting up multi-currency, please refer to this article: Set up and use Multicurrency. 

I also added an article that guides you on how to manage your account in QuickBooks Online, you can visit this link for more details: QuickBooks Online Help Article.  

Let me know if you'll need further assistance. I'll be happier to help. Take care, and have a wonderful day!

Hi 

This does not answer my question. My issue is that one of the bank accounts was in USD but was not assigned the multicurrency but the home currency of CAD. How do I fix that. Any step by step solution will help. 

Thanks

Sheetu

Hi Catherine_B,

Your reply tells me why my problem is not solved. I understand now. But, please tell me what is the solution to change my bank account from CAD to USD now that I have purged all transactions as per the advice provided in this discussion. If this was not the solution, why was is offered as one?

Regards

Sheetu

I have a way on how to handle this situation, sheetu.

While changing the currency setting of an existing bank account is unavailable, you will have to create new USD bank account. Then, migrate the existing balance into it and deactivate the old account.

You can set an account number for the new account and use the same word name with (USD) added.

To add an account, here's how:

1. Go to Accounting > Chart of Accounts.
2. Select New.
3. In the Account window, add the bank account details.
4. Choose USD United States Dollar from the Currency drop-down menu.
5. Click Save and close.

Here's a sample screenshot for a visual guide:

Once done, connect the account to online banking. 

Here's how:

1. Go to Banking or Transactions > Banking.
2. Click the Connect Account button on the landing page if this is your first time connecting or select Add account or Link account if you've already created one.
3. Search for your bank and follow the on-screen instructions to complete the connection. Note: Some banks let you download the last 90 days of transactions. Others can go back as far as 24 months.

I've got this article for reference: Connect bank and credit card accounts to QuickBooks Online.

After connecting the account, check the currency of the downloaded transactions. Then, match or categorize them.

Here's how:

1. In the Banking page, go to the For Review tab.
2. Select the transaction you want to add or match.
3. Click the Confirm or Review button.

Please see this sample screenshot:

This link also includes a video tutorial: Categorize and match online bank transactions in QuickBooks Online.

For deactivating the account created in CAD, you can read this article: Delete an account on your chart of accounts in QuickBooks Online.

Please keep me posted if the transactions are posted with the correct currency. I'll be right here to help you out again. Have a good day!

I want to remove all data from my account to start fresh

So cancel the present and get a new one, correct.

I'm here to provide some insights about removing all data from your account to start fresh, @WMJ1.

If your QuickBooks Online data is less than 60 days, you have the opportunity to purge your account. This is applicable for QuickBooks Online Plus, Essentials, and Advanced. Please keep in mind that there isn't a way to restore or reverse after the process. 

To purge the data, here's how: 

1. Sign in to your QuickBooks Online account.
2. Modify the URL to include /purgecompany.
3. Example: URL shows https://...qbo.intuit.com/app/homepage, change to: https://...qbo.intuit.com/app/purgecompany.
4. The next screen will provide a summary of the items to be deleted.
5. Enter the word “YES” once the data gets deleted, then click OK.
6. Click Wipe Data once your selections are complete.
7. Once the deletion is complete, you will be rerouted to your home page.

Otherwise, you need to cancel your account and start a new subscription if it's 60 days and older.

To cancel your account:

1. Go to the Gear icon and then select Account and Settings under Your Company.
2. Choose the Billing and subscription tab.
3. In the QuickBooks section, click Cancel.
4. Follow the steps to cancel your account. If you use payroll, you should cancel your payroll account too.

Then you can start a new account:

1. Go to https://quickbooks.intuit.com/choose-country/.
2. Enter the User ID and password.
3. You can utilize the same user ID and a password you previously had. If you activated payroll in the account, this is the best option for you.

For more information about the process, you may refer to this article: Delete your data and start over in QuickBooks Online.

I've also added these links for several articles you can use to manage your QBO account: 

• Account management
• QBO most viewed account management topics

I’ll be around to help in case you need further assistance in starting with your new account. Leave a reply with more details about it and I'll get back into action. Have a blissful day.

@WMJ1 

You are unable to purge QBO Simple Start. Cancel your account and open a new one.

https:// quickbooks.grsm.io/US

https:// quickbooks.grsm.io/us-promo

Hi, My account is less than 60 days old and I tried doing this and it is not allowing me. What can I do?

Hi My1Jem,

Thanks for joining in on the thread. I'll help you with this.

Is there a message that's preventing you to purge your QuickBooks?

Purging is only applicable to QuickBooks Essentials, Plus, and Advanced. If you use QuickBooks Simple Start, just cancel it and add another QBO subscription under your Intuit account. You'll use your existing user ID and password because that's your Intuit account credentials.

Cancel QBO:

1. Go to the Gear icon.
2. Select Account and Settings under Your Company.
3. Choose the Billing and subscription tab.
4. In the QuickBooks section, click Cancel and follow the instructions.

Add another QBO under your Intuit account:

1. Log out of QuickBooks.
2. At the bottom of the Sign-in page, click Create an account.
   
3. Choose a plan, add the payroll if you need it, and click Check out.
4. On the next page, click Sign in.
   
5. Enter your existing user ID and password and click Sign in.
6. Follow the on-screen instructions to finish your setup.

Please feel free to share an update after following the steps above. Have a good one!