Hi, 

I have used Books since 2016, but never reconciled with my bank account. I was thinking of trying to go back and fix that, but I don't just don't have the time it would take.

Instead, I'd like back up my old records and start anew. What is the best way to approach that so that I don't have to redo my whole setup (eg. payment portal, items, recurring payments, invoice and email templates, etc). I just want to have a clean transaction slate from 6 April 2025 and sync with my bank account from that point. 

If I were able to do that, can I move invoiced and paid transactions from one account to another? 

I tried to make my main 'bank account' (which is not synced, but has been my main place of recording transactions) inactive, but got an error message that it was an invalid account. Is that because it is not synced with a bank account? I was hoping that I could just make it inactive and create a new bank account that begins with the balance as of 6 April (UK tax year), but that isn't working. 

Thanks for any help and guidance you can offer. 

Peter