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Replying to:
Trish_T
QuickBooks Team

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Hi matthew-kapes-co,

 

I hear you on this and see how you'd benefit from wiping the slate clean and starting fresh with QuickBooks Online.  I'd be glad to guide you!

 

If your account is less than ninety days, you can purge the company data and start over without creating a new account.  Otherwise, you'll need to export your data and begin a new one after canceling your current subscription.  Don't worry, whenever a QuickBooks Online account is cancelled, you'll still have access to your data for one year from the cancellation date before the company's permanently deleted.

 

Once you've exported your data, follow these steps to cancel the subscription:

 

1. From the Gear in the top right, select Account and settings

2. Open the Billing and subscriptions tab from the left menu

3. Hit Cancel subscription and follow the onscreen prompts

 

When you've completed the processes above and created a new account, you're ready to import your data from the Gear > Import data.  Each item will have a sample spreadsheet for you to review and ensure a smooth transition into QuickBooks Online.

 

As always, we'd be happy to work with you in real time and help navigate through the processes, by contacting us as mentioned above.

 

We're here if you have any other questions.  Enjoy the rest of your day!

 

 

 

 

 

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