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MzTmk51
Level 1

Setting up QBO for the first time

Messed up setting up QBO for the first time, now everything is a nightmare and impossible to figure out. Can I purge the info already entered into QuickBooks Online and start over? This is literally the only way to fix the mess i've made! HELP ME PLEASE!!

Solved
Best answer July 21, 2022

Best Answers
Rose-A
Moderator

Setting up QBO for the first time

Thanks for reaching out here in the Community, MzTmk51. Allow me to provide some information concerning purging QuickBooks Online information.

 

If you're using the QuickBooks Online Essentials, Plus, and Advanced, and your data is less than 60 days, you have the option to purge your account.

 

Please be reminded that the system deletes all data entered into the company, and restoring them isn't possible.

 

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.

 

However, if it's more than 60 days old, we 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.

 

We can refer to the following resources below. These will provide us with detailed information about starting over in QuickBooks as well as a brief video to serve as our visual guide:

 

How to erase your QuickBooks Online data and start over.

Delete your data and start over in QuickBooks Online.

Getting Started in QuickBooks Online.

 

The community and I are always here to help you out. You can always leave a comment if you have any other purging concerns, MzTmk51. I'll help you the best I can.

View solution in original post

2 Comments 2
Rose-A
Moderator

Setting up QBO for the first time

Thanks for reaching out here in the Community, MzTmk51. Allow me to provide some information concerning purging QuickBooks Online information.

 

If you're using the QuickBooks Online Essentials, Plus, and Advanced, and your data is less than 60 days, you have the option to purge your account.

 

Please be reminded that the system deletes all data entered into the company, and restoring them isn't possible.

 

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.

 

However, if it's more than 60 days old, we 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.

 

We can refer to the following resources below. These will provide us with detailed information about starting over in QuickBooks as well as a brief video to serve as our visual guide:

 

How to erase your QuickBooks Online data and start over.

Delete your data and start over in QuickBooks Online.

Getting Started in QuickBooks Online.

 

The community and I are always here to help you out. You can always leave a comment if you have any other purging concerns, MzTmk51. I'll help you the best I can.

Fiat Lux - ASIA
Level 15

Setting up QBO for the first time

@MzTmk51  

If you are using QBO Simple Start, you should cancel your account and open a new one.

https://quickbooks.grsm.io/US

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

 

Than utilize the trial version of a backup restore app to lower the risk.

https://rewindio.grsm.io/quickbooks

 

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