Creating a new QBO account without a Chart of Accounts

When you create a new QuickBooks Online account for one of your customers, Intuit helpfully populates it with a full Chart of Accounts. Which is probably really nice in a lot of situations, but most bookkeepers and accountants would rather set up their client’s chart of accounts themselves. So I thought I’d share the (sort of) secret back door to creating a new QuickBooks Online account without a chart of accounts.

  1. Start by creating a new QBO account the way you normally do. Then open that new QBO account. Hint: if you want to get rid of the setup wizard that appears, check the “I’ve been using QuickBooks Desktop and want to bring in my data.” box – even if it’s not true.
  2. Once you’re on the dashboard of the new QBO account, click into the browser bar and delete everything after the word “app.” Replace it with /purgecompany and hit return.
    QBO Purgecompany
  3. On the next screen, you’ll see a message asking if you’re sure you want to do this. Type “YES” in the little box in the lower right corner and click OK.
    Really delete the QBO Chart of accounts?
  4. On the next screen choose a type of business from the drop-down. This is required, but it doesn’t really matter what you choose in #1 because in #2 you will choose “Create an empty chart of accounts.” Then click the Wipe Data button.
    QBO yes delete the chart of accounts
  5. The Chart of Accounts will now be (almost) empty; there is no way to get rid of (or make Inactive) those last five default accounts. You’re all set to import your own Chart of Accounts – but that is a different blog article!
    QBO Empty Chart of accounts

 

2019-01-07T14:35:46+00:00By |

About the Author:

Laura Redmond is a financial controller and IT manager turned cloud accounting advocate and app designer.  She is a QuickBooks Online power user, Advanced Certified QuickBooks ProAdvisor, member of the Intuit Trainer/Writer Network, co-author of Intuit’s award-winning QuickBooks Online training and certification programs for accounting professionals and a regular speaker at national accounting technology conferences. Laura is founder of Redmond Accounting Inc., a boutique cloud accounting and consulting firm in Silicon Valley awarded Intuit's 2015 Top 20 Firm of the Future and a top 10 ProAdvisor for "Leading QuickBooks Online Practice". Redmond Accounting's workflow is centered on QuickBooks Online and its eco-system of apps. Laura co-created Aero Workflow app used by accounting firms to manage service delivery by staff performing recurring tasks for multiple clients. The Aero Library includes step-by-step instructions and procedures for many of today’s most popular apps in the QBO eco-system.