How do I clear my account?

The Clear all data in your account tool empties the data in your QuickFile account and rolls it back to the state it was in when it was opened. You can also use it to permanently delete your QuickFile account.

Warning: running this procedure permanently deletes data and cannot be reversed. Export or back up your data before you start.

Prefer to watch?

Prefer a video walkthrough? Watch our How to Clear Your QuickFile Account Data Safely tutorial on the QuickFile Help Guides YouTube channel.

Before you start

  • Back up your data first. The clearing screen has no backup step. In Account Settings, Monthly backups sends a backup of your data to your email or Dropbox.
  • Decide which records to keep. Client and supplier records are kept if you leave their boxes unticked (see below).

Clear the data in your account

Find the tool

  1. Open Account Settings, then click All settings. The page lists Clear all data in your account.

    Account Settings page with the Clear all data in your account link, marked with a red arrow

  2. Click Clear all data in your account. The clearing screen opens.

Choose what to delete

The clearing screen has four deletion boxes. Two are ticked by default:

Option Ticked by default
Delete purchase invoices Yes
Delete sales invoices Yes
Delete suppliers No
Delete customers No

To keep your client and supplier records, leave Delete suppliers and Delete customers unticked.

Warning: This procedure permanently deletes the data you choose from your QuickFile account, and it can’t be reversed. Proceed at your own risk.

Run the procedure

  1. Tick the boxes for the records you want to delete.
  2. Tick I’m not a robot (the reCAPTCHA) above the button.
  3. Click Run Delete Procedure. The procedure cannot be reversed, so only click it when you are sure.

What is kept

The procedure does not remove any invoice or system design changes you have made.

Permanently delete your QuickFile account

To close your QuickFile account as well, tick Check this box if you’d like to permanently delete your QuickFile account. on the clearing screen before you click Run Delete Procedure. The box is unticked by default.

When you tick it, two more fields appear:

  • A box for your reason for leaving (optional). Your feedback helps us improve QuickFile.
  • I would like to exercise my ‘Right to be Forgotten’ in accordance with GDPR legislation. Tick this if you also want your personal details deleted under GDPR.

Related topics

New to QuickFile? Start with QuickFile Interface Tour: Navigate Sales, Purchases, Banking & More for an overview of the top menu and Account Settings.