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Buy nowI just started at this company and ALL of 2023 is completely wrong. I am not sure what is the best way how to deal with this. Should I close the year and start 2024 fresh correctly and go back to last year and fix as I get time because I feel like I am just letting the incorrect things getting prolonged.
Thank you,
Tracy C
Warm welcome, @TracyMetro. I'm here to give you the best advice on whether you should start over.
It's best to deal with it as soon as possible so you will not have further issues when recording transactions in the future. Make sure that you reconcile your data before closing your books. I recommend consulting your accountant for guidance with cleaning up data in 2023. If you don't have one, you can find a professional through this link: https://quickbooks.intuit.com/find-an-accountant/.
On the other hand, I'll add these articles to help manage your transactions in QuickBooks Online.
Additionally, suppose you wish to start over and delete your data. In that case, you can visit this article for more information and guidance: A few things to remember before starting with new books.
I'm always available to provide support in any way possible. Please do not hesitate to return here if you require further assistance with any QuickBooks-related issues. Please be assured that I am committed to helping you overcome your concerns and achieve your goals.
I would recommend signing up for a new QBO account to start your 2024 from scratch and fix your 2023 separately. Once you have fixed 2023, you will signup for a third (new) QBO account to merge data from 2023 and 2024. You can purchase a 3rd party service to do so or use a migration tool.
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