Zoho books logo FAQ
/
Back

How do I reset my organization and start afresh?

No, currently there is no option to clear all your data with a single click in Zoho Books. To reset data, you have to navigate through each module manually and remove / delete transactions. Alternatively, you can consider creating a new organization and deleting the old organization.

Here are some things you should know before deleting your organization:

  • The organisation should not be under any Paid plan.
  • The user who is deleting the organisation must be the last Admin user of the organisation.
  • There should be no active integrations.
  • If you’ve enabled the customer portal for a few contacts, deleting the organisation will not allow your customers to access/view their previous transactions with your organisation.
  • If you’ve enabled bank feeds for this organisation, deleting the organisation will disable this integration and you will no longer be able to fetch your bank transactions.

Was this document helpful?
Yes
No

Thank you for your feedback!