Hi Could you tell me how to delete categories. I have an unnecessary long list of mostly unneeded categories and would like to simplify my list. many thanks.

It's a pleasure to have you in the Community space, RavenRa2. I can help you manage categories and make your list more manageable in QuickBooks Online (QBO).

Instead of deleting them, you can make the accounts inactive. This step removes the account from the Chart of Accounts (COA) and other areas where you can select accounts, such as the category list. QuickBooks makes accounts inactive instead of deleting them, so you can still access historical transactions.

Here's how to inactivate the accounts:

1. Go to the Gear icon.
2. Select Chart of Accounts under Your Company.
3. Find the account you want to delete.
4. Hit the drop-down in the Action column and choose Make Inactive.
5. Select Yes to confirm the action.

To learn more about this process, and regarding the accounts in your COA that can't be deactivated, edited, or deleted by merging. Refer to these resources:

• Make an account inactive on your chart of accounts in QBO.
• Manage default and special accounts in your COA.

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Finally, I'll provide references to help you match your bank transactions and reconcile your accounts with your bank statements and QuickBooks:

• Categorising online bank transactions
• Reconciling an account in QBO

Leave a comment below and mention my name if you have additional questions about inactivating accounts or any other concerns in QBO. My team and I are here to help you.