Lesson 4: Purge Data
Module 10: Complex Conversions
If you’re within the first 60 days of a QuickBooks Online Essentials or Plus subscription, you can
delete all the existing data and start from scratch. This is called Purge Data. This process will delete
all transactions and lists and reset your file to brand new. You might want to do this if the client,
within the first 60 days, was testing out how QuickBooks Online works and now is ready to start fresh.
Or perhaps you have a set Chart of Accounts that you like to use with your clients and want to delete
the existing Chart of Accounts and import your own.
Click on the
On the URL, replace the homepage with
. You will be directed to a confirmation page where you have to type
in the box
On the next screen, if the industry you want is different from the one showing, change it and
mark whether you would like the system to create accounts based on your industry or start with
an empty Chart of Accounts.
When the deletion is complete, you will be rerouted to your home page.
If you are using QuickBooks Online Payroll or Full Services Payroll, this process may not work. It is
possible to wipe the data, but the payroll data will not be affected and the payroll system will not
function. It is recommended to cancel and start a new account.
Also, if the QuickBooks Online subscription was started more than 60 days ago, you could need to
cancel and start a new account.