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QuickBooks Team

Re: Can't inactivate accounts because of recurring templates or scheduled liabilities

I appreciate you getting back to us, @mikey007.

 

Currently, we can only eliminate recurring transactions one at a time. You can follow the steps provided by my colleague JaneD to delete the recurring transactions. Don't worry about eliminating them one by one since it doesn't affect any data in your books.

 

I know how much time you could save if the option to delete recurring transactions by batch will be added in QuickBooks Online. But I want to let you know that your voice matters and I'm submitting your feedback directly to our engineers.

 

For now, you can visit our blog site so you'll be able to get the latest updates about QuickBooks and what our Product Care Team is working on.  

 

Also, when transferring data from Quicken, QuickBooks will accept all the data you imported. Thus, this won't upfront any warning message.

 

In case you need tips and related articles in the future, visit our QuickBooks Community help website for reference: QBO Self-help
 
Please know that you can always get back to this post if you have any other questions. I'll be right here to help.

Level 3

Re: Can't inactivate accounts because of recurring templates or scheduled liabilities

Thanks, I have now eliminated the 1400 recurring transactions and eliminated most of the personal data that came over from quicken.  There is one personal American Express credit card that  I can't eliminate.  Settings for recurring transactions are Template ALL, Transactions ALL, Department ALL.

 

Something else I am missing? 

Moderator

Re: Can't inactivate accounts because of recurring templates or scheduled liabilities

Thank you for getting back to us, @mikey007.

 

You can remove your credit card account from your Payroll Settings so you can delete it on your Chart of Accounts. I'm here to help you accomplish this.

  1. Go to the Gear icon.
  2. Under Your Company, select Payroll Settings.
  3. Click Preferences.
  4. Select Accounting Preferences.
  5. Remove your credit card account.
  6. Select OK.
  7. Click OK.

Once completed, you can go back and delete your credit card account from your Chart of Accounts. You can read this article so you'll be guided on how to do the task: Remove Accounts you no Longer Use.

 

Know that you can always visit our Help Articles page for QuickBooks Online in case you need some tips and related articles for your future use.

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

Level 3

Re: Can't inactivate accounts because of recurring templates or scheduled liabilities

Thanks for the quick reply.   Problem is I don't have employees and payroll is not currently set up for my QB online.  Any work around?  I looked in the Support but couldn't find anything applicable.  Mike

QuickBooks Team

Re: Can't inactivate accounts because of recurring templates or scheduled liabilities

Hi @mikey007,

 

Thank you for your prompt reply, as well as providing more details on your situation.

 

If these are recurring transactions, you'll need to get to the Recurring Transactions page so you can disable it.

 

Here's how:

  1. From the Gear icon, select Recurring Transactions.
  2. Search for the specific template, then click the drop-down menu beside the Edit link. You'll get the option to Delete it.
  3. Repeat the same steps as many times as necessary (if there are multiple templates).

In case you want to create an invoice, and manage recurring transactions, the link I provided has the steps that will guide you on how you can generate a recurring invoice, as well as how you can manage them.

 

Feel free to leave a comment below, if you have other questions. I'll be sure to get back to you.

Level 3

Re: Can't inactivate accounts because of recurring templates or scheduled liabilities

Thanks Ryan, but I have already gone through the recurring transactions route (for 1400+ recurrences to eliminate other personal accounts).   I have "ALL" selected for Template, Transaction Type and Department and no recurring transactions are there.  What else can there be?   How can we remove these credit card transactions (personal) - there are years and years worth and nearly 5000 transactions!

 

Mike

QuickBooks Team

Re: Can't inactivate accounts because of recurring templates or scheduled liabilities

Hi there, @mikey007.

 

You'll have to delete those transactions one at a time once they're already in the Credit Card register. This way, you can delete the American Express (AMEX) credit card account. Let me walk you through the steps.

 

  1. Click the Gear icon.
  2. Select Chart of Accounts.
  3. Choose the AMEX credit card account, then click View register.
  4. On the Register page, select each transaction, then click Delete.
  5. Click Yes to confirm.

Once you're done deleting all the transactions, you can now inactivate the AMEX credit card account in the Chart of Accounts. Here's how:

 

  1. Click the Gear icon.
  2. Select Chart of Accounts.
  3. Choose the AMEX credit card account.
  4. Click the View register drop-down, then select Make inactive.
  5. Hit Yes to confirm.

I've got you an article for more details: Remove Accounts.

 

However, if those transactions are currently on the Banking page, you can delete the entire transactions. Let me guide you how.

 

  1. From the left menu, click Banking.
  2. On the page, select the AMEX credit card account.
  3. In the For Review tab, put a checkmark on each transaction.
  4. Select Exclude Selected in the Batch actions drop-down.

Once done, all the transactions will be transferred to the Excluded tab. Then, you can now inactivate the account by following the steps above.

 

Here's how an article you can read on for your reference: Exclude Bank Transactions.

 

As always, feel free to visit our Help articles for QuickBooks Online in case you need tips and related articles in the future.

 

Just hit the Reply button if you have additional questions. I'll be right here to help.

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