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Delete an account on your chart of accounts in QuickBooks Online

Learn how to delete bank, income, and other types of accounts on your chart of accounts.

Keep your chart of accounts and online banking page organised. If you don't plan to use an account anymore, make it inactive. This essentially deletes it. QuickBooks hides the account from lists and menus but keeps a record of past transactions on reports and tax forms.

If the account has a $0 balance, you can easily delete it. However, deleting an account you've used for a while can be tricky. Since accounts rely on each other to stay balanced, removing data from one affects the others. We'll guide you through what you can do so you can make the best choice.

Disconnect a bank account from online banking

Instead of deleting an account that's connected to online banking, we recommend disconnecting it. This just stops QuickBooks from downloading new transactions. QuickBooks keeps transactions you've already reviewed and removes any that still need to be reviewed.

You can easily turn the feature back on if you decide you want to download transactions again. Follow these steps to disconnect an account from online banking.

Make an account inactive

If an account has a balance and you make it inactive, QuickBooks creates a journal entry. This moves that remaining balance so it doesn't disappear from your books. Your existing transactions related to the account don't change and stay on your financial reports.

Once you make an account inactive, it's very difficult to undo. If you decide to use the account again, QuickBooks won't move data back into it. Be sure to talk to your accountant first. If you need an accountant, we'll help you find one near you.

Important: QuickBooks uses certain accounts as default accounts. Your sales tax account is one example. Since features rely on these accounts, you can't delete them. If you really want to start fresh, try to repurpose the account or start a new one. Learn more about default accounts.

There are also a few types of accounts that require extra steps before you delete them.

When you're ready to make an account inactive:

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Find the account you want to delete.
  3. Select the Action ▼ dropdown and select Make inactive.

This hides the account from menus and your chart of accounts. To see your inactive accounts:

Tip: When you run reports, you’ll still see inactive accounts and their transactions. QuickBooks includes them to keep everything accurate. You can customise some reports to hide inactive accounts, but this may affect the accuracy.

To see your inactive accounts:

  1. Select Settings ⚙ and then Chart of accounts.
  2. Select the Gear icon ⚙ at the top of the list.
  3. Select the Include inactive checkbox.

Make an account active again

Need to use an inactive account again? Here’s how to bring it back:

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Select Settings ⚙ above the Action column. Then select Include inactive.
  3. Find the account you want to use again and select Make active.

Get more help with organising your accounts

Learn more tips on how to keep your accounts easy to use:

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