DELETE ALL DATA TO START OVER

You are unable to purge your QBO Simple Start account or if your account > 60 days old. You should open a new blank account instead and cancel the old one.

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QuickBooks Online (QBO) has the option to delete your data to start again, @dpicnictx-gmail-. Follow along below to get this done right away.

In performing this task, you have a few things to consider. But before that, I recommend exporting all of the transactions, name lists, or reports from your company and saving them on your desktop folder. This is to ensure you have a copy of those data that can be accessed for future use. When done, please refer to the steps below to proceed. 

In QBO, to delete all of the data, your company must be less than 60 days old. Here's how:

1. Log in to your QBO account, you have to use the master admin credentials.
2. Next, look at the URL in your browser's address bar. Remove all the text after the last / and enter purgecompany.
   For example:
   • Before: https://…qbo.intuit.com/app/homepage
   • After: https://…qbo.intuit.com/app/purgecompany
3. Enter Yes to confirm you want to delete your company data. 
4. Then, select OK and click Wipe data.

When finished, you're now ready to start your books from scratch.

However, if your company is more than 60 days old, the option you can take is to cancel your QBO account. Just like what Fiat suggested above. I'll guide you on how:

1. Open your QBO account using a web browser on your computer.
2. Then, sign in as an admin user.
3. Next, click the Settings icon and choose Account and settings.
4. From there, select the Billing & Subscription tab.
5. In the QuickBooks section, click Cancel subscription or Cancel online. 
6. Follow the onscreen steps to finish the process.
7. Once done, you can now start a new company. 

This method will give you read-only access to view your data for a year. The system will delete it after that time frame.  

For your reference about the process, feel free to open this article: Delete your data and start over in QuickBooks Online.

QBO has a ton of awesome video tutorials that you can access to have a step by steps visual guide. To access them, visit this page: Learn about QuickBooks Online with how-to videos.

I want to make sure that your goal to start over is achieved. Please leave a reply below if you have any follow-up questions about deleting the data. I'm always happy to provide additional assistance. Thanks for posting. Have a good one. 

I keep getting this message when I try to cancel my subscription, "Unable to process your request at this time. Please sign out and try again later. If the issue persists, please contact support and reference this message.(Error code:-81623)" this has been going on for 2 days.

I appreciate you for joining the thread, Stephen. I can share some workarounds on how you can start fresh data with QuickBooks Online (QBO).

I can see that you've tried to purge your company data but don't work. Since your book is less than 60 days old, you should be able to delete everything from your record using that option. To successfully do the process, sign in to your QuickBooks account as an admin. Then, proceed with wiping out your data.

If you're getting the same result, I recommend contacting our QBO Support Team. This way, they'll be able to look into your account securely and help you with purging your data.

If the option is no longer available for you, you need to cancel your current company, then sign up for a new one. In this case, you will be charged with subscription fees when getting a new plan.

Once settled, you can review the resources from this link for more tips while handling your transactions using your new file: Find QuickBooks help articles, Community discussions with other QuickBooks users, video tutorials an.... From there, you can select the topics you need like banking, account management, and others.

Let me know if you have other questions while managing your file. I'm always here to help. Keep safe!

What if the account is a Pro advisor account that needs to be deleted and started over? It's more then 60 days old. I added my personal banking account to play around and get comfortable with things before adding clients. I regret adding my personal account and just want to start everything over. What's the best method for me? Thank you! 

Hi there, @Smitka80. 

When you decided to cancel your QuickBooks subscription, you still have a year to access your company file as Read-Only access. This considers printing forms and reports you might need in the future.

However, if you plan to resubscribe after a year, you won't be able to access your previous data.

For more information about the cancelation of QuickBooks subscription, feel free to check out this article: Cancel your QuickBooks Online subscription or trial.

Additionally, here's an article for reference in case you'd like to create or add another company file to QuickBooks Online: Create or add another company file to QuickBooks Online.

You may also check this article about exporting data from QBO: Export reports, lists, and other data from QuickBooks Online.

Get back to me if there's anything you need assistance with. I'm more than happy to help. Have a good day!

So odd that there is no room for mistakes with the Simple Start subscription, it should be easy to remove information. I thought that remove all the information and start over was a super basic feature. 

Hi mybusiness,

I can see how great it would be to be able to start fresh by deleting the information. I'll take note of your suggestion and share it with our developer's team. Your valuable feedback goes to our Product Development team to help improve your experience in QBO. 

You can track feature requests through the QuickBooks Online Feature Requests website.

Feel free to browse our Help Articles page for some tips in managing your QuickBooks acocunt.

Don't hesitate to post whenever you have concerns with your QuickBooks file.

I have had my company for less than 60 days and the purgecompany URL isn't working.  How do I start over without redoing my subscription?

@BeastOffRoadRecovery 

You can't purge QBO Simple Start. You should cancel your account and signup for a new one instead.

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As an additional option, use a backup restore app to lower any risk.

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I'm in the same situation.  I canceled my Simple Start added a new subscription and now QB won't link my bank account to the new company.  I've disconnected the bank in the old company.

Hello there, @lauren1018.

I'm here to ensure you can connect with your bank in QuickBooks. This way, you'll be able to manage your transactions and keep them up to date. First, may I know if you've received an error message? Any information can help us determine the cause of the problem.

There are a few possible reasons why you can't connect to the bank:

• Some banks have multiple names on our list. You might want to check and select the correct one or try all possible links.
• The bank might not connect to all types of accounts (for example, personal accounts vs. business accounts).
• The bank may not be a participating bank. You can contact the bank to request they establish a relationship with Intuit.

Let's create a bank account in your Chart of Accounts first.

1. Go to the Gear icon.
2. Select Chart of Accounts.
3. At the top right corner, click the New button.
4. Click the Category Type drop-down arrow and select Bank.
5. Enter a name for the account in the Name field.
6. In the Description field, enter a brief description of the account.
7. Enter an opening balance for the account and the date of the balance in the as of field.
8. Click Save and Close.

Then, we'll need to activate your online bank feeds.

Here's how:

1. Go to the Banking menu, and select Banking.
2. Click Add Account on the upper right-hand part.
3. Enter the name of your Financial Institution, click Find, then choose your bank.
4. Choose your bank account name.
5. Enter your Sign In information, then click Log In.
6. Check the box next to the credit card account that you'll be connecting to.
7. Click the QuickBooks Account drop-down, and choose the credit card account you created.
8. Hit Connect, and when it is done connecting click I’m done. Let’s go!

After this, you will be taken back to the Banking page. The For Review tab will show the downloaded transactions from your credit card account. From there, you can review, categorize, and accept transactions to QuickBooks.

That’ll do it. Just a couple of seconds, and you'll be bringing in data from your bank in no time. Take care.

@Maybelle_S The error is: "Sorry an unexpected error has occurred.  We could not fetch your accounts from your bank."

I've tried all of the steps you've mentioned and my bank won't connect to my new company.  

I was curious to see if under my old company (I cancelled the subscription which will be completely cancelled on 4/2/23) to see if it would allow me to reconnect my bank account to the old company, and it did.  I went back into the old company and disconnected.  Next, I went into my new company to add the bank and received the error from above yet again.  It is a Wells Fargo business account.  I know that there is come kind of issue with Wells, but why would it let me add the same bank account to my old company.  

I've tried the to purge the old company, which apparently when you have Simple Start, you can't do this.  Seems crazy so have such little control.  I just want my bank information completely deleted from the old company.  

It does not work - it simply refreshes the page and the data is still there.

Hello there, brianrob1 

We want to ensure we can provide a timely solution to your concern. Thus, I'd like to ask for more details to help you achieve your goal.

Can you please provide us with additional information about the troubleshooting that is not working? Any further details would be much appreciated for narrowing down this issue.

I'd appreciate any additional details that you can provide so I can help you out. I'll be keeping an eye out for your response.