I’ve been using quick-file for invoice generation and taking payments only and have been manually doing my expenses in excel files, not I did try to use quick-file but it took ages to categories the transactions, with-the new tide integration I think that might change. My question I want to start from scratch for this tax year with my new tide account, I still have transactions from before when I manually imported and gave up, I want to clear and start from scratch but keep my existing invoices in place - what is the best way todo this?
Hello @Paul_Cheetham
What out of your account data are you looking to delete exactly? You mentioned about keeping invoices, but for them to exist you would need to keep your clients and suppliers (for sales and purchase invoices respectively).
If any of the invoices are marked as paid, you would also need to keep the bank transactions associated with them too.
You can certainly wipe your account clean and start from scratch, but I’d rather find out exactly what you want removed before giving you any incorrect information.
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