In QuickBooks Online, inactive or deleted accounts can appear on your financial reports. This happens if a report pulls data of the transactions posted to the account while it was still active.
There are two ways to stop these deleted accounts from showing on reports.
- Temporarily remove deleted accounts from reports
- Completely remove a deleted account from the reports
- Open the financial report you are working on, then select Customise at the top left.
- Scroll down to Rows/Columns, then set Show non-zero or active only rows to non-zero.
- Select Run Report.
To remove a deleted account from reports, you must undelete the account first, then merge, move, or delete it.
Undelete an account
- Select the Gear icon at the top, then Chart of Accounts.
- At the top of the Chart of Accounts window, select the small Gear icon then markInclude inactive.
- Find the account you want to reactivate, then select Make Active. Note: The account will now appear in the Chart of Accounts window. You can now either merge the unwanted account with another one, or move the transactions to another account, then Delete.
Merge the account You can merge the account into another account by changing its name to exactly match the name of the target account.
- Look for the account you just made active. Select the Report drop-down then choose Edit.
- Update the account name. Note: The new account name must be exactly the same as the account you are merging it with.
- Select Save and Close, then Yes when you get the prompt asking if you want to merge the account.
Delete or move the transactions: If you would rather change the transactions in the account and then delete it.
- Look for the account you just made active. In the Action column, select Run Report.
- The Accounts QuickReport opens. Customise the Account QuickReport to all dates, then select Run Report.
- Select each transaction, then either delete it or move it to a different account. Note: QuickBooks Online has auto-generated accounts that cannot be deleted. For more details, see How to manage default and special accounts in the Chart of Accounts