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:
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.
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.
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.
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?
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:
Let me know if you have other questions. Take care and have a great day!
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!
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.
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?
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:
Here's a sample screenshot for a visual guide:
Once done, connect the account to online banking.
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.
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'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:
Otherwise, you need to cancel your account and start a new subscription if it's 60 days and older.
To cancel your account:
Then you can start a new account:
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:
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.