How do I delete all information stored from my bank accounts and start with a clean slate?

Sending good vibes to you, richard-davey2-g.

I know a way on how you can download your transactions starting April 1st, 2021 into QuickBooks Online. Let's get started.

When connecting your bank for the first time, the system will automatically download your most recent or 90 days' worth of transactions.

You can use the Exclude feature in QuickBooks Online and delete the statements from there so you can start a clean slate. Here are the steps to complete the process:

1. Click Transactions in the left panel and choose Banking.
2. Select the connected bank account.
3. From the For Review tab, select all the transactions.
4. Tap on the Exclude button.
   
5. Go to the Excluded tab, select the transactions again.
6. Hit the Delete button.
   

After that, you can follow the steps in the following article to import your transactions since April 1st, 2021: Manually upload transactions into QuickBooks Online. On the same write-up, you'll find links on how to set up bank rules as well as reconciling your account.

Once imported, I recommend editing, assigning, and categorizing your transactions. Also, you can match them to the existing entries in the software. Just go to the For Review tab from the Banking menu. Doing so will help you ensure the accuracy of your financial records.

Please know that I'm just a post away should you need anything else. I'm always here to help and ensure that your questions are addressed accordingly. Wishing you a wonderful week ahead.

Hi, richard-davey2-g.

Hope you're doing great. I wanted to see how everything is going about the downloaded transactions you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Thank you for getting back, Hedake.

Yes, you're correct about excluding the bank entries older than April 1, 2021, to remove them from your records.

Once you set up a new account for an online banking connection, your financial institution will automatically import the latest bank transactions to your QuickBooks Online account. When the transactions are added to QuickBooks, you can review and categorize them.

You can check out this link as your guide: Manually upload transactions into QuickBooks Online.

Aside from categorizing your transactions, you also need to reconcile them. This way, you can ensure that your books are accurate and there are no duplicate entries added.

Let me know how else I can help you with QuickBooks and your banking transactions. I'm always here to help. Have a good one!

hello good day, I need help to delete all the information that I enter in quickbooks online. I started to enter the information and perform the bank reconciliation and I gave the option to finalize several transactions then I deleted them but the information does not disappear and in the reports it duplicates those values. I need to start the accounting from scratch again, how do I delete everything, absolutely everything?

Thank you for following this thread, Cmrscan.

We have several solutions for how to delete all transactions entered in QuickBooks Online (QBO). You can use the purge function or utilize a third-party application to start fresh.

If your books are less than 60 days, purge your account. The system deletes all data entered into the company, and you will no longer be able to restore or reverse it. This feature is only available in the Essentials, Plus, and Advanced versions.

To purge the data, follow the steps listed below:

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

If the account is more than 60 days, cancel it and start a new subscription. Here's an article that goes over every step of the procedure. A video tutorial is included for visual reference.

Otherwise, use a third-party app that allows you to wipe your company's data. I want to make certain that you have all of the resources you need to get started with QBO. These links provide information on how to perform accounting tasks and other QuickBooks-related activities.

• Self-help articles 
• Online tutorials

Reach out to me again if you need further assistance managing your transactions. I'll be there to help and  get this taken care of. Have a wonderful weekend.