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September 19, 2020
Question

How to delete a category

  • September 19, 2020
  • 1 reply
  • 2 views
No text available

1 reply

JasroV
Level 8
September 19, 2020

I’d be glad to guide you how to delete a category in QuickBooks Online (QBO), @patelrajr.

 

Let’s go to your Chart of Accounts and delete the account or category you don’t need. Before we start, I recommend checking with your accountant to ensure that deleting the account is right for your books.

 

If you’re not affiliated with one, you can visit this link: https://quickbooks.intuit.com/find-an-accountant/ and find an expert near you. Once ready, you can follow these steps below. 

  1. Go to the Gear icon.
  2. Select Chart of Accounts.
  3. Locate the account you want to delete and select Make inactive from the drop-down menu under the ACTION column. 

You can also read through this article for additional details about deleting an account in QBO: Delete an account on your chart of accounts in QuickBooks Online.

 

Let me also add this resource that you can utilize whenever you’re ready to reconcile your accounts in QBO: Reconcile an account in QuickBooks Online. This link can guide you through the process of matching your accounts and bank statements accurately.

 

You’re always welcome to post a reply whenever you have other concerns or queries about managing your QBO account. I’ll be more than happy to work with you. Keep safe and take care always.