Thanks for joining this thread, @JB102.
I'll provide the two options for this.
If your books are less than 60 days old, there isn't currently an option to keep all your payroll records when wiping the transactions. It won't cancel your QBO or payroll subscription, but you'll have to re-enter them.
I'd first suggest exporting all the payroll reports to Excel or print them to serve as your reference. Then, delete your company data by performing the steps below.
- Log into your QBO account as an admin.
- Look at the URL in your browser's address bar. Delete all the text after the last / and enter purgecompany. For example, change "https://...qbo.intuit.com/app/homepage" to "https://...qbo.intuit.com/app/purgecompany."
- Type Yes to confirm you want to delete your company data.
- Click Wipe data.
If your books are 60 days old or older, these are the workflow:
- Export your lists from the old account (in case you need them). Print/Export all the payroll reports.
- Cancel your QBO and payroll subscriptions.
- Create a new QBO company. For Payroll, go to the Workers or Payroll menu to sign up again.
- Import your lists to the new account. Re-enter any employee or historical payroll info using the printed/exported reports.
You can also refer to the steps provided by GarlynGay above. For more information, check out this article: Delete Your Data And Start Over In QBO.
I recommend watching our video tutorials to help you effectively manage your QBO account, income, expenses, and banking.
Lastly, you can visit this link to help you process payroll, manage employees, pay taxes, and file forms through the program: Help on common payroll topics.
Leave a comment below if you have follow-up concerns about wiping your transactions or other inquiries. I'll be around to help. Take care.
