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Reset an account

MarcKMarcK Member Posts: 3

Hi,

How can we reset an account. We have done some test to ensure everything's fine and we want to start fresh with the chart of accounts we have now.

Thanks

Marc

in Account Settings Technical Support

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    BrianBrian Member Posts: 6 admin

    There isn't a reset feature. If you'd like to keep your CoA - it'll be a manual process of deleting the things you've added. Is your CoA highly customized? Might be easiest to delete the account and recreate it in a new one?

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    MicheleMichele Member Posts: 2

    Brian is correct- there is not necessarily a 'reset' function available. Although the CoA is customizable, depending on how much you wish to change, it may be more suitable to create a new profile under 'Manage your profile' to 'start afresh'!

    edited January 30, 2018
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    MarcKMarcK Member Posts: 3

    Ok, will do that. Thanks a lot.

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    Miriam1Miriam1 Member Posts: 1

    Hi Michele,
    Does it mean I need to create a new business to get around it?

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    BarsinBarsin Member, Moderator Posts: 2,041 ✭✭✭

    Hey @miriamsalpeter

    The best to start anew in Wave is to create a new business. However you are able to head to your transactions page, select all of the transactions here and delete them all. Invoices however will need to be deleted one by one. This is why I usually recommend a user start fresh by creating a new business. Hope this helps :smile:

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