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I'm trying to use QBO, and am having a hard time of it. I would like to either a) delete all my bank transactions and re-import them, or b) completely erase my profile and start all over again. Are either of these things possible? Thank you.
You can't purge your QBO account if it is > 60 days old or you use QBO Simple Start. You will have to signup for a new account.
As an additional option, use a backup restore app to lower any future risks.
https://partnerwithus.rewind.com/quickbooks
Yes, all of these are possible, @AKAK-SAGA.
I'd be glad to guide you on the steps of how to delete bank transactions and start all over again in QuickBooks Online (QBO).
Kindly follow these steps on how to delete bank transactions in QBO:
For detailed information, kindly visit: Void or delete transactions in QuickBooks Online.
Once done, you can then re-import transactions in QBO.
Moreover, if you decide to start over in QBO, you can either purge or cancel your account depending on how old your account is.
If your account is 60 days or older, you may need to cancel your current QuickBooks Online company and start a new one. However, if it's less than 60 days old, you can just purge your account.
For detailed information, kindly visit: Delete your data and start over in QuickBooks Online.
Additionally, I'll also share this link where you can search for articles that can guide you in managing your QBO account: QuickBooks Online Help Articles.
Don't hesitate to leave a reply if you require further assistance with deleting transactions or managing your QBO account. The Community team always has your back. Have a good one.
Thank you for the information. If I delete my account and start over, do I have to pay for a new account?
Good morning, @AKAK-SAGA.
I appreciate you coming back and asking additional questions about starting over.
If your account is 60 days or older, you'll need to cancel your account and then pay for a new one. If it's less than 60 days old, you can simply purge your account without paying.
For more details, check out this guide: Delete your data and start over.
I hope this helps answer your question. Feel free to come back if you have any trouble along the way. Have a splendid day!
How do we do “start over” for an accountant profile? I had a profile from a few years ago. I want to start fresh. How do I do this with a ProAdvisor account?
As I know we are not allowed to purge QBOA accounts. You should signup for a new one with another email address.
I appreciate you for joining the thread.
If you still have your sign-in information from your previous account, you can use it to create a QuickBooks Online Accountant firm. However, if you no longer have it, you can consider starting fresh and creating a brand-new profile for QBOA. I'll gladly write down the steps to get you going. To start from fresh, here's how:
If you still have the sign-in information of your previous account, then these are the steps:
For more details, you can visit this article: Sign up for QuickBooks Online Accountant.
Additionally, here's an article to help you manage clients once you've created your accountant account: Manage clients in QuickBooks Online Accountant.
Please let me know if you have any additional QuickBooks-related concerns. You can also post in the Community space if you need help performing specific tasks inside the program. We've got you covered. Stay safe!
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