Question about udpating COA

QuickBooks Online does not natively support date-scoped Chart of Accounts (COA) remapping. However, we can make your accounts inactive and use the reclassify feature in QuickBooks Online Advanced to achieve your desired results.

By making the old accounts inactive, you can hide them from daily use in 2026 while keeping them visible in your 2025 reports. Here’s how to do it:

1. Go to Settings ⚙, then select Chart of accounts.
2. Find the account you want to make inactive.
3. Select the dropdown in the ACTION column, then select Make inactive.

Next, to reclassify transactions from 2026, follow these steps:

1. Go to the Gear icon and select Reclassify transactions.
2. Select an Account type from the dropdown menu:
   • Profit and Loss: To access income and expense accounts.
   • Balance Sheet: To access asset, liability, and equity accounts.
3. Find the transactions you want to move. You can filter the list by date or search for specific transactions.
4. Choose each transaction you want to reclassify, then click Reclassify.
5. In the window, select a new Account, Class, or Location to apply to the selected transactions. If moving a transaction to Accounts Receivable or Accounts Payable, you must assign a customer or vendor.
6. Hit Apply.

Lastly, to ensure your historical numbers are not accidentally altered, it’s best to lock your past books.

If you still need further assistance, please don't hesitate to leave a post below.