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Years ago had an accountant/tax person set up my QuickBooks for my business which was completely set up wrong.
How can I start fresh?
Much thanks
Solved! Go to Solution.
Starting fresh with a new company file in QuickBooks Online can benefit your business, Dent. We'll give you more details and walk you through the process.
To begin with, you'll need to cancel your current QuickBooks Online account and start a new one. Please note that when you cancel your account, it doesn't delete your data. You'll still have read-only access to your company data for one year.
For guidance on canceling your account, refer to this article: Cancel your QuickBooks Online subscription. If you've payroll, ensure to cancel your payroll subscription as well.
Then, you can start a new company file by following these steps:
In addition, if you want to move some data from the old to the new one, it's important to note that only lists and reports can be transferred.
For details on starting fresh with your company data, please see this article: Delete your data and start over in QuickBooks Online.
I've got you this helpful article with different QuickBooks videos that may help you handle and manage your account: Learn about QuickBooks Online with how-to videos.
Get back in the Community section if you have further questions or need assistance setting up your new account. I'm always ready to lend a hand. Take care.
How long have you been running QBO?
Starting fresh with a new company file in QuickBooks Online can benefit your business, Dent. We'll give you more details and walk you through the process.
To begin with, you'll need to cancel your current QuickBooks Online account and start a new one. Please note that when you cancel your account, it doesn't delete your data. You'll still have read-only access to your company data for one year.
For guidance on canceling your account, refer to this article: Cancel your QuickBooks Online subscription. If you've payroll, ensure to cancel your payroll subscription as well.
Then, you can start a new company file by following these steps:
In addition, if you want to move some data from the old to the new one, it's important to note that only lists and reports can be transferred.
For details on starting fresh with your company data, please see this article: Delete your data and start over in QuickBooks Online.
I've got you this helpful article with different QuickBooks videos that may help you handle and manage your account: Learn about QuickBooks Online with how-to videos.
Get back in the Community section if you have further questions or need assistance setting up your new account. I'm always ready to lend a hand. Take care.
So now that I canceled the old account how do I set up everything? Thanks
Warm greetings, Dent. I'm here to guide you in setting up a new QuickBooks Online (QBO) account.
QBO offers several different plans to cater to the varying needs of businesses. These plans are QuickBooks Self-Employed, Simple Start, Essentials, Plus, and Advanced. Each plan has distinct features and prices. You'll have to subscribe to one of these versions to start setting up your QBO account. You can visit our pricing and plans to know the different versions and select which suits your business needs.
After you've signed up, you'll be directed to the QBO homepage dashboard. It displays an overview of your company, a checklist to help you get set up, and a task list for anything that needs your attention. You can check out this article for more detailed steps on handling your QBO account: Get started and adjust settings after you sign up.
Additionally, know how to manage your subscription through this article: QuickBooks billing, payment, and subscription info.
Whenever you need my help, click the reply button below. I'm always here to assist you further regarding subscribing or any other concerns in QuickBooks Online. Stay safe.
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