# Starting Over in Digits

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### 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. 

#### <mark style="color:red;">Option 1:</mark> Delete and Reconnect a Connection (*Recommended*)

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Deleting a connection permanently removes all transactions imported from that account. This will impact balances, reports, and reconciliations.
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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: [remove-connections](https://help.digits.com/firms-connections/remove-connections "mention")

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#### <mark style="color:red;">Option 2:</mark> Start Over (*Full Reset*)

{% hint style="danger" %}
**Warning:** Starting over is a full reset. All data, connections, and setup will be removed. If your client has already completed **verification for Bill Pay or Invoicing**, they will need to **complete verification again**.
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#### When to Use Starting Over vs. Removing a Connection

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

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#### What Happens When You Start Over

When you start over:

* All transactions and financial data are removed
* All connections are removed
* The client goes through onboarding again
* If Bill Pay or Invoicing was previously set up, verification must be completed again.
* Billing remains unchanged.

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#### Requirements Before Starting Over

* The client must have a zero outstanding balance for Digits Pay
* The client must be in an approved and active state

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### How to Start a Client Over in Digits

1. Go to the **Firm Dashboard**
2. From the left navigation menu, click **Firm Settings**
3. Click **Clients** and select the client
4. Open the menu in the top right
5. Select **Start over**

<div align="left"><figure><img src="https://4186222250-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F3grvmtIwqJ3mUcVMLFRp%2Fuploads%2Fn22BhRxPmCsO2kZrlYlS%2FCursor_and_Client_One___Firm_Settings.png?alt=media&#x26;token=40d66609-bee5-45c8-9f1d-7d6a89fb84fa" alt="" width="563"><figcaption></figcaption></figure></div>

6. Follow the prompts and confirm the reset. Then, you'll be asked to provide a reason for starting over.&#x20;

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### Frequently Asked Questions

<details>

<summary>Should I start over?</summary>

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:

[remove-connections](https://help.digits.com/firms-connections/remove-connections "mention")

[start-date](https://help.digits.com/firms-connections/start-date "mention")

</details>

<details>

<summary>Can I undo starting over? </summary>

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

</details>

<details>

<summary>Is starting over the same as deleting a connection?</summary>

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

</details>

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