Starting Over in Digits

Starting over resets your account so you can begin setup again from scratch. This is typically used to correct setup issues, such as selecting the wrong QuickBooks cutover date.

Before You Start

In most cases, you do not need to start over.

If your issue is related to a bank, credit card, or other connection, you can usually fix it without a full reset. See: Option 1.

Option 1: Delete and Reconnect a Connection (Recommended)

Deleting a connection permanently removes all transactions imported from that account. This will impact balances, reports, and reconciliations.

Instead of starting over, you can:

Remove the connection
Reconnect it
Adjust the start date

This is the best option if:

The wrong account was connected
Too much history was imported
You only need to fix part of your data

See: Archive and Delete a Connection

Option 2: Start Over (Full Reset)

Warning: Starting over is a full reset. All data, connections, and setup will be removed. If you have already completed verification for Bill Pay or Invoicing, you will need to complete verification again.

When to Use Starting Over vs. Removing a Connection

You selected the wrong QuickBooks cutover date
Your setup needs to be redone from scratch, including all connections

What Happens When You Start Over

When you start over:

All transactions and financial data are removed
All connections are removed
You'll go through onboarding again
If Bill Pay or Invoicing was previously set up, verification must be completed again.
Billing remains unchanged.

Requirements Before Starting Over

Your business must have a zero outstanding balance for Digits Pay
Your business must be in an approved and active state

How to Start Over in Digits

Go to your organization dashboard.
Click Manage Entities.
Select the business you want to reset.
Click the three-dot menu in the top-right corner of the business details panel.
Select Start Over.

Follow the prompts and confirm the reset.
Enter a reason for starting over when prompted.

The selected business will be reset, and you'll begin the setup process again.

Frequently Asked Questions

Should I start over?

Starting over is a full reset and is not required for most cleanup tasks.

If you only need to remove transactions or fix a connection, see:

Archive and Delete a Connection

Change the Start Date for a Connection

Can I undo starting over?

No. Starting over cannot be undone. Make sure you want to fully reset before proceeding.

Is starting over the same as deleting a connection?

No. Deleting a connection removes data from a specific account. Starting over removes all data and resets your entire setup.

Got a question or feedback? Our team is all ears—come say hello!

Contact Digits Support