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how to reset account data yearly so the accounts are separated and start fresh each year

Question asked by koser shafiq 1 week ago

Hi I am used to creating my shop accounts yearly each year after paying vat and completing accounts for full year i would then start fresh account data for new year. i am seeking some help in doing the same in clearbooks software .

how to reset full data starting fresh data account but not affecting other set ups like purchase and suppliers name and address and vat registration remain unaffected after i finished my complete a years accounts

3 Replies

I'm terribly sorry but unfortunately that isn't a feature of Clear Books. Because we only provide full account resets and backup restores, the only work around I can think of is maybe exporting the data that you need at the end of the year and then initiating a full account reset and then importing back that data.

I hope you find this helpful.

Thank you George for your reply I totally understand how ever my follow up question is that when i carry out full account reset will the vat and other registration remain or clear too. if so how difficult is to set up the VAT registration with HM REVENUE .

Unfortunately when resetting your account it will delete everything and set you back to the beginning as if it is a brand new account (this will include VAT and registration).

You don't need to re-register for VAT however, you do have to re-authorise Clear Books as your VAT return agent which I found to be a rather simple process.

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