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a2bgeneralservices
Level 1

How to purge company

How to purge company and start over.

1 Comment 1
EmanE17
QuickBooks Team

How to purge company

Hey there,

 

You’ve got two ways to clear out your company data: either delete your info manually or just cancel your subscription. I’ll break down both options for you.

Before that, please note that purging company data is only available for QuickBooks Online Essentials, Plus, and Advanced.

 

If your QuickBooks Solopreneur (QBSP) company doesn’t have a lot of data, you can delete items yourself, such as bank transactions and receipts, or make customers inactive, etc.

To delete bank transactions, go to the Transactions menu, select each transaction, and click the Pencil icon to delete it.


delete bank.png

To make a customer inactive, go to the Customers and goals menu, select the customer, then on the customer profile page, click Edit and choose Make inactive.

make inactive.png

But if you’ve got a lot of data you want to get rid of, it’s easier to cancel your current subscription and start fresh with a new one.

 

Here’s how to cancel:

 

  1. Click the Gear icon and go to Subscriptions and Billing.
  2. In the QBSP box, select Cancel.

    cancel qbsp.png

  3. Follow the on-screen steps to complete the cancellation.
  4. You’ll get a confirmation once it’s done.

 

Just a heads-up: Canceling QuickBooks doesn’t delete your data right away. You’ll still have read-only access for one year. To delete your canceled company for good, check out how to manage your personal data in your Intuit Account by visiting this article: Access and manage your personal data from your Intuit Account.

 

When you’re ready to start a new QuickBooks subscription, you can check out the plans and pricing here: https://quickbooks.intuit.com/solopreneur/

 

If you need any help, just let us know! We’re happy to help.

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