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Remove deleted accounts from reports

by Intuit•5• Updated 4 weeks ago

Learn how to remove deleted accounts from reports in QuickBooks Online.

In QuickBooks Online, deleted accounts can still appear on your financial reports. This happens when a report pulls data from transactions posted to the account while it was still available.

Some of your reports will look different depending on whether they're in the classic view or new enhanced experience. Learn more about the new enhanced experience.

There are two ways to stop these deleted accounts from showing on reports.

Remove deleted accounts temporarily from reports

This report option removes all available and deleted zero-balance accounts.

  1. Follow this link to complete the steps in product. Open this link in a new window
  2. Open the financial report you want to view and edit.
  3. Select General options.
  4. Select the Show non-zero or active dropdown, then select Non-zero in all the required fields.

Remove deleted accounts completely from reports

To remove a deleted account from reports, you need to make the account active again. Then merge, move, or delete it.

Make an account active again

  1. Go to Settings Settings gear icon. and select Chart of accounts (Take me there).
  2. Select the Gear âš™ icon next to the printer icon. Then, select Include inactive.
  3. Find the account you want to reactivate, then select Make active.
    Note: The account will now appear in the chart of accounts. You can either merge the account with another one or move the transactions to another account, then delete.

You can merge the account into another account. Change its name to match the name of the target account.

  1. Look for the account you just made active.
  2. Select the Account history dropdown, then select Edit.
  3. Update the account name.
    Note: The new account name must be the same as the account you are merging it with.
  4. Select Save, then select Yes, merge accounts.
  5. Select Save.

If you would rather change the transactions in the account and then delete it:

  1. Look for the account you just made active.
  2. Select the Account history dropdown, then select Run report.
  3. Select the Report period dropdown, then select All Dates.
  4. Select each transaction, then either:
    1. Select More, then select Delete.
    2. Select the Account dropdown, then select a different account to move it to. The name of the dropdown field will change based on the type of transaction.
      Note: QuickBooks Online has auto-generated accounts that you can’t delete. For more details, see How to manage default and special accounts in the chart of accounts.
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