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jbservices1973-g
Level 1

How do I delete bank accounts ty

I would like to delete everything and start fresh for 2022 and manually plug in ytd
2 Comments 2
TirzahC
QuickBooks Team

How do I delete bank accounts ty

Welcome to the QuickBooks family, jbservices1973-g.

 

Starting over in QuickBooks Online (QBO) depends on how long you've been using the product. 

If your book is less than 60 days, you have the option to purge your account if you're using QBO Plus, Essentials, and Advanced. The system deletes all data entered into the company, and you're unable to restore or reverse them.

 

To purge the data, follow the steps listed below:

  1. Log in to your QuickBooks Online account.
  2. Change 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. Type 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.

 

If it's 60 days old or older, you need to cancel your account and start a new subscription.

 

To cancel your account:

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

 

To start a new account:

  1. Go to https://quickbooks.intuit.com/choose-country/.
  2. Fill up the User ID and password.
  3. You can use 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 info, you can check out this article: Delete your data and start over in QuickBooks Online.

 

Also, you can export some of your lists to Excel so you can import them easily to the new company. Take a look at this article for more details: Move your lists to QuickBooks Online.

 

Post again if there's anything you need assistance with. I'm more than happy to help. Have a great day!

Fiat Lux - ASIA
Level 15

How do I delete bank accounts ty

@jbservices1973-g 

If you are using QBO Simple Start, you should open a new blank QBO account instead and cancel the old one.

https:// quickbooks.grsm.io/US

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

 

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