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.

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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.

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

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Option 2: Start Over (Full Reset)

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.

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

1. Follow the prompts and confirm the reset. Then, you'll be asked to provide a reason for starting over.

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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.

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

Contact Digits Support

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