Start your Xero organisation again
If you've entered incorrect data into your organisation, you may wish to start again in a new organisation. You can do this by exporting your data from the old organisation, editing it as you need, then importing into a new Xero organisation. However, before you do this, check if you can fix your data instead.
Can you fix data instead of starting again?
Check if any of these scenarios apply to you before you start again. There might be an easier fix.
Do you need to delete or void invoices or bills?
Do you have duplicates or mismatched bank statement lines?
Have you imported the wrong statements?
- Delete imported statements
- Delete imported statement lines
- Move imported statements to another bank account or organisation in Xero
How to start again before you delete your organisation
You'll add a new Xero organisation. Next, you'll export the data you'll need from your original organisation. You can then make corrections or changes before you import each file into your new organisation.
- Add another organisation.
- Export the data you will need eg:
- Your chart of accounts
- Your contacts
- Your invoices and bills
- The Bank Reconciliation Summary report (to retain bank statements you've already imported into Xero)
- Make any corrections or changes you need to in each export file.
- Import each file into your new organisation.
- Once you're confident you have everything you need in your new organisation, you can cancel your original trial or cancel your original subscription.
- Transfer direct feeds you've set up to your new organisation.