Massive QBO cleanup

Hello, Leslie at Pop Shop. 

If your books are 60 days old or older, you need to cancel your account and start a new subscription.

To cancel your account:

1. Go to the Gear icon.
2. Click  Account and Settings under Your Company.
3. Select the Billing and subscription tab.
4. In the QuickBooks section, select Cancel.
5. Follow the steps to cancel your account. 

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.

You can manually upload your checking account or credit card account to start January 1 for this year.

Also, I recommend reconciling your bank statements every month so your books are always 100% accurate. Here’s an article that provides detailed information on how to reconcile your account: Reconcile an account in QuickBooks Online. 

In addition, here are some resources that you can browse to help keep your accounts accurate and up-to-date:

• Fix issues the first time you reconcile an account
• Fix issues for accounts you've reconciled in the past
• Fix issues at the end of reconciliation in QuickBooks Online

Keep us posted if have any other concerns or further questions about this bank reconciliation. Wishing you all the best.

@Leslie at Pop Shop 

You should open a new blank QBO account

https://quickbooks.grsm.io/US

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

then consider having these apps to help

1. A migration tool

https://transactionpro.grsm.io/qbo

2. An importer or a converter for historical bank transactions

https://www.moneythumb.com/?ref=110

3. A backup restore app

https://rewindio.grsm.io/quickbooks

Hope they help.

What do I do about all the past expense numbers for each project so that the owner can look at reports to see what he has historically spent on projects in each category? It is common for projects to span more than one year.

What do I do about all the past expenses that were recorded so that the owner can still view reports showing what the expenses were for past projects by category? It is common for projects to span more than one year.

You can utilize the migration tool to migrate any historical expense data from the old QBO account. i.e Bills + Bill Payments, Purchase Orders, and Purchase Cash