Starting Over

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I’m also here to help and share information with you, @olivebasket.

As mentioned by our Community backer Fiat Lux – ASIA, you’ll want to purchase a new QuickBooks Online (QBO) account to start over then cancel the old one. You can visit our Plans & Pricing page and select the plan that suits your business needs.

When you cancel your old subscription, you can no longer create, add nor modify your company files. But you can still view your transactions, lists, and reports for a year.

You can export your data before canceling your old subscription. This way, you still have references and records of them. Here are the steps to do it:

1. Go to the Gear icon.
2. Under Tools, click Export data.
3. Select Reports or Lists.
4. On the Reports tab, set the date range.
5. Select Export to Excel.

You can check this reference for complete instructions: Export reports, lists, and other data from QBO.

If you have any other questions or concerns about managing QuickBooks accounts, just leave a message below. I’ll be here anytime to help. Have a good one!

Thanks!  Another related question.  I also have QB Payroll under the same account.  I see that I can cancel QBO and keep payroll active.  How easy/difficult is it to associate my new QBO account with my old Payroll account?  I don't want any disruptions in payroll (or end of year processing) as a result of this if I can help it.

Hi there, olivebasket.

Let me share some info and get you to the right person to take care of your payroll.

While I'm unable to do the transfer and pull up your account, I suggest that you contact our Technical Support team for assistance. Since this type of situation requires an exchange of account information.

To reach our support team:

1. Log in to your QuickBooks Online account.
2. Go to Help (?).
3. Select the Search tab, and hit Contact Us.
4. Put a brief description of your concern, and select Let's talk.
5. Choose a way to connect:

• Start a chat with a support.
• Get a callback from the next available support.

Once you've transferred your payroll subscription to the new QuickBooks Online account, you can check out this link to learn more about payroll: Get started with Payroll

I'm always here if you still have other questions or clarifications about payroll. Have a great day!

Hi Madelyn,

Not to take over a thread, but may I ask a few questions on this subject?

You stated that once you cancel, you can still view your transactions, lists and reports for a year.

Would I be able to also print any of those for a year.  

I am seriously considering canceling and starting over.

If I do, I will want to upgrade to Plus (from Simple Start) so that I can track Inventory.

qb is currently running a 3 month at 1/2 price promotion.

Would I be eligable for this as I would not cancel my Simple Start immediately, unless you suggest that I do so if it would cause issues to have two open accounts such as uploading from the bank etc.

Thank you so much

@VMR302 

You can open a new blank QBO account with current discounted rate anytime with the same email address.

https:// quickbooks.grsm.io/US

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

Let me provide some information on how you can handle multiple accounts in QuickBooks Online (QBO), info-wanderingdo.

Once you cancel your account, we hang on to your data for one year for paid and trial subscriptions. This lets you pick up where you left off if you decide to come back. Then, we delete the data after that. Before canceling your account, we can export first your QuickBooks Online (QBO) reports and lists. This means you can easily download the data entered into your file to your local hard drive.

Also, we can have multiple companies under the same QBO account. Wherein, each company file is its own paid subscription, however, you access them with the same sign-in info. This lets you quickly switch between companies so you can manage everything more efficiently. If you have multiple companies under separate accounts, here's how to move them all into one account. To learn more about this one, see the Create or add another company file to QuickBooks Online article. 

Just in case you'll need to delete the second company file and it is less than 60 days, just purge that company. Here's how: 

1. Go back to QBO and edit the URL in your browser's address bar. Delete everything after the last / and enter purgecompany. For example: https://...qbo.intuit.com/app/homepage, change to https://...qbo.intuit.com/app/purgecompany.
2. Type in Yes to confirm that you want to delete your company data.
3. Select Wipe data.

However, if the account is already 60 days old or beyond, I suggest canceling the duplicate subscription. With that, QBO will automatically delete the other company after 365 days. Please follow the steps to cancel your subscription:

1. Login to QBO and choose the duplicate account you wanted to cancel.
2. Go to the Gear icon ⚙ and then select Account and Settings.
3. Choose Billing and Subscription.
4. Under the QuickBooks section, click Cancel.
5. Follow the steps to cancel your account.

You can check out this article for the steps and details: Cancel your QuickBooks Online subscription or trial article. To inquire about the subscription discounts, I'd suggest contacting our Customer Support Team. They'll provide you with detailed information about this one. 

Feel free to visit our Account management page for more insights about managing your Intuit product users.

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. You have a good one.

Thanks RCV for your response.

I am not really attempting to manage two companies.

What I want to do is start over completly, but with an upgraded plan.

I want to sign up for qb Online Plus using exactly the same company name , billing info etc.

I then will be deleting the Simple Start plan (or even do that first), but, I do not want to transfer information from the Simple Start to the Plus.  I want to be able to start the Plus plan with mostly new and only a small perentage of the same data from Simple Start such as bank account etc.

I quess that I really only have three questions;

1. If I am able to access and print from my original Simple Start plan for up to year after canceling, is there any reason that I would not want to cancel that plan before signing up for the Plus plan?

2. Since I am on a Mac, which doesnt us Excel, is it possible for me to download the data from my Simple Start to a zip drive?

3. Will there be any issues canceling Simple Start and then signing up for Plus since as mentioned, I will be using the exact same Company name, billing and bank info?  The reason  that I would prefer to do it this way instead of simply upgrading plans is so that I can take advantage of the 3 month 50% off promo that I can't by simply upgrading.

Once again, thank you for your time and patience,

VMR302

Hi there, @VMR302. I'd be happy to answer your queries before you decide to create a new company.

Once you've decided to cancel your QuickBooks Online (QBO) company, you'll be given read-only access for a year. This will allow you to view and export your data. After the given time frame, the system will automatically delete that company. To learn more about data availability and export policies after cancellation, please visit this article: What happens to my QuickBooks Online data after I cancel?.

Also, you can only download your QBO data by exporting it to Excel or PDF format. The option to get the information from your QBO account using a zip drive is unavailable. 

Additionally, QBO companies you’ve set up under your account, are separate. Thus, when creating a new one, you can use the same name of your QBO Simple Start company when you signed up for a QBO Plus subscription. Just to avoid confusion, before you cancel the Simple Start company, you'll want to rename it or add an extra character to serve as an indicator that this is the canceled one. This way, you can prevent opening the wrong company while the system has not yet deleted the data (this is optional). 

QBO also makes it easy to help you manage your company data such as the subscription details, billing information, payment method, etc. To learn more, please see this link: Manage billing, payment, and subscription info in QuickBooks Online.

If you need additional assistance in starting your new QBO company, please don't hesitate to leave a reply below. I'm just a post away to help you. Take care always.