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October 15, 2023
Question

Many of the categories in budgets dont apply to my business. How do I edit categories and delete unused ones?

  • October 15, 2023
  • 1 reply
  • 13 views
No text available

1 reply

QuickBooks Team
October 15, 2023

Hello there, melissa. 

 

Keeping your Chart of Accounts organized is essential to help us sort out our accounts and maintain a clear business overview. QuickBooks doesn't allow permanently deleting an account, but you can inactivate it. Also, please be advised that inactivating an account doesn't remove any transactions.  

 

Let me guide you on how to make an account inactive. 

 

  1. Click the Gear icon and choose Chart of Accounts.
  2. Select an account you want to delete or inactive. 
  3. Select the Action dropdown button and choose Make inactive. 

 

If you want to edit an account, you can follow the steps below: 

 

  1. Click the Gear icon and choose Chart of Accounts. 
  2. Select an account you want to edit.
  3. Select the dropdown arrow in the Action column.
  4. Choose Edit. 
  5. Make all the desired changes and press Save and Close. 

 

You can customize a specific account, customer, or layout in your QBO so that the correct data appears correctly. You can read and review this article: Customize reports in QuickBooks Online.

 

Please let us know by commenting below if you have other category concerns. We are always pleased to help you.