Starting again!

[How] Can I zero everything, keep customer/supplier profiles intact and start QF from fresh at my new financial year (1 Apr 22)?

My QF records are a mess. Maybe I did not read the manual before starting but all bank balances are wholly incorrect. Customer accounts have untagged receipts when they actually paid and the feeds allocated their money to the correct invoices - changing is now impossible as VAT returns mean their accounts are frozen. I look at jumping ship and going with the sheep to Xero but setting up 200 profiles etc made me think twice.

I am acutely aware I’ll have loads of manual reconciliations to deal with but at least the day to day bookkeeping will be back under control

Can any one help quickly as my clock is ticking…

Hi,
I would do a backup first by sending an email to your email account which contains all the data from your account.
https://support.quickfile.co.uk/t/create-a-data-backup-schedule/8867
After you received the backup, you can wipe your account. When this is done, upload your customers and suppliers from your backup.
https://support.quickfile.co.uk/t/importing-clients-and-suppliers/8891

Hello @Remidiah

After backup steps (thanks @rhc)

You can delete your account data from the account settings area once logged in. Please look for the “Clear all data in your account” option.

We’ve got some more detailed instructions here:

https://support.quickfile.co.uk/t/how-do-i-clear-my-account/8898

Thanks. Did that immediately on a weekly basis and that fortunately will include 31 March :slightly_smiling_face:
Will save an immense amount of hassle!

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