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Level 1

How do I delete an account from the chart of accounts. What has been posted here about running a report does not work? I would like very specific details.

 
16 Comments
Moderator

Thanks for visiting the Intuit Community, jeanne, I’d be...

Thanks for visiting the Intuit Community, jeanne,

I’d be glad to share information on how to delete an account in QuickBooks Online.

You can delete accounts in QuickBooks Online that are no longer in use. Need not to worry, deleting accounts doesn’t erase your transactions, so your reports won’t change. You also have an option to restore deleted accounts any time.

To delete an account, here’s what you’ll need to do:

  1. Click on the gear icon at the top.
  2. Under Your Company section, select Chart of Accounts (COA).
  3. Look for the account that you want to delete.
  4. In the Action column, choose the drop-down then click Delete.
  5. Click Yes when asked if you want to delete.

Once you delete an account, it will be removed in the Chart of Accounts. The good thing is, you can filter the COA page to include inactive or deleted accounts. You can refer to the attached screenshot for guidance.

For detailed steps, here’s how:

  1. Click Accounting from the left menu.
  2. Click the gear icon above the Action column.
  3. Put a checkmark in the Include inactive box.
  4. Once done, search the deleted account in the search bar.

Here’s an article about how to delete an account and restore it for more detailed information.

As always, you can contact our QuickBooks Customer Care support if you need assistance with the steps. They'll be able to help you navigate using one of their tools.

Please feel free to come back in if you have further questions about deleting accounts in QuickBooks Online, I’m always here to answer it for you.

Level 1

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

Sorry to bother you... I am using QB Online and trying to delete a Fixed Assets account that I have created incorrectly. When I brought up the drop-down, there's no Delete button - only Edit, Make Inactive and Run Report. I then tried the Edit button but there's no way there to delete the account either. Wondering if someone has some idea? Thank you so very much! Best regards,

QuickBooks Team

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

Hi there, @Philip C.

 

I'm here to help share additional information about deleting accounts in QuickBooks Online (QBO).

 

Making the account inactive is also deleting the account. When the account is deleted, it gets removed from the Chart of accounts, and other places where you can choose accounts. If the account contains transactions, they remain part of your company data. You can find them through reports.

 

To delete the account successfully, you may need to make it inactive:

 

  1. Go to the Gear icon.
  2. Select Chart of Accounts under Your Company.
  3. Find the account you want to delete.
  4. Select the drop-down in the Action column, then choose Make Inactive.f3 make inactive 1.PNG
  5. Select Yes to confirm the action.f3 click yes to comn 2.PNG f3 the bank is now inactive 3.PNG f3 bank disa 4.PNG

To learn more, you may check this article: How to delete a bank account in Chart of Accounts.

 

Keep me posted if you have any other questions about deleting accounts in QBO. I'm always here to help you!

Level 1

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

Hi @Angelyn_T ,

 

I got it now. Thank you so much for all your help!

 

Best regards,

Philip

Hap
Level 1

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

There is no option "Delete"

Why are you telling people to do something that does not exist.

ONLY choices are

Edit

Make Inactive

 

or Run Report

 

Level 2

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

I'd actually like to delete the account (not make it inactive). There are no transactions in the account, but there is no option to delete it....any further suggestions, or is this not possible?

QuickBooks Team

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

Hey there, @thebake.

 

Allow me to provide some clarifications about deleting an account in QuickBooks Online.

 

At this time, deleting a bank account totally in QuickBooks Online isn't an option for us. QuickBooks ensures that you can still restore the bank information in case you need it for future transactions. This is why it will only give you the option to inactivate it.

 

If this a duplicate account, you have the option to merge your accounts to create a single representation of your bank in the Chart of Accounts.

 

Additionally, our development team is constantly working to improve the product and appreciates the help of users in bringing things like this to their attention. I'd encourage you visiting our QuickBooks Online Blog to be updated with our latest news and updates including product enhancements. 

 

If you have any other concerns with QuickBooks, feel free to let me know. I'd be happy to help. Have a nice day.

Level 2

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

Thank you for that information. You are correct.

 

The ONLY way I found to "Delete" the bank account was to follow these steps:

1) Delete all transactions in the account you want to delete (in my case there was just the opening balance).

2) MAKE SURE YOU DISABLE AUTOMATIC DOWNLOADS from the bank.

3) Follow the procedure to merge accounts (merge your accounts) to the bank account you are keeping.

Be sure you disable automatic downloads in the account you are wanting to delete. If you merge them without disabling this feature first, QB will download the transactions for both the "deleted" (merged) account and the account you merged the deleted one into. If that happens, you will need to cancel your subscription and create a new one. Intuit has NO WAY to fix that.

 

BTW: You can always contact Intuit, cancel your current subscription, start a new subscription, set up your new database and then copy transactions, etc. from your old subscription into your new one. This could be a real pain if you have a lot of accounts and transactions.

 

I hope this helps those who have tried to delete a bank account!

Level 2

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

Hi Betty:

 

Thank you for sharing.

 

With your information I found the only way to "Delete" the bank account was as follows:

1) Delete any transactions in the account you want to delete (I only had an opening balance transaction)

2) Be sure to DISABLE THE ONLINE DOWNLOADS FROM YOUR BANK ACCOUNT!

3) Follow the instructions to merge the account you want to delete with the one you want to keep (merge your accounts).

 

If you do not disable the online banking on the account you want to delete, then after you merge the accounts the new transactions from the "deleted" account will also download into the merged account (along with the new transactions from the merged account). This is not repairable by Intuit. In that case you will have to cancel your current subscription and create a new one. This is another option. Once you create a new subscription, you can copy information (transactions, etc.) from your old account into your new one. This will probably be a pain if you have a lot of transactions/history, so I recommend you follow the above carefully first.

 

Hopes this helped those looking to "delete" a bank account.

QuickBooks Team

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

Glad to have you back, @thebake.

 

I appreciate you providing the outcome of the steps that you've tried with deleting bank accounts in QuickBooks Online. This information will definitely help other users. 

 

Also, for other users' reference, I'd like to add a link that will provide the instructions about disabling the automatic download of the transactions that needs to be deleted. 

 

Don't hesitate to post again if you have any queries with QuickBooks or insights that you might want to share. It'd be my pleasure to assist you. Wishing you and your business continued success!

Level 1

Unable to delete the charge of account type

Dear Quickbooks Team,

 

I am not able to delete the one charge of account and its saying that "This account cannot be deleted because it is used by a product or service" but i did not use this.

 

Now the issue is all the invoice related lint items are hitting it without my notice. Kindly help me.

QuickBooks Team

Re: Unable to delete the charge of account type

I'd like to check the setup of your products and services in QBO, Aleem Shaik.

 

I know that you already mentioned that you didn't use this account. But since all of the line items on your invoice are posting to this account, then it's still probably associated to some of your items.

 

You can follow these steps to check if this is the case:

  1. Click the Gear icon (⚙) in the upper right-hand corner of the Dashboard.
  2. Under Lists, select Products and Services.
  3. Click Edit on each item on the list.
  4. Verify that the bank account you're trying to delete isn't selected in the Inventory asset account, the Income account, or the Expense account.

After following these steps, proceed with deleting the account.

 

If you still get the same error, please let me know. I'll check on it further to ensure it's fixed.

Level 1

Re: Unable to delete the charge of account type

Dear,

 

Its not the bank account, I have created to post some project related petty cash expenses, but unfortunately and without my notice few expenses/income items were hitting to this chart of account.

 

Kindly support me to close this issue asap.

 

Shaik Aleem

QuickBooks Team

Re: Unable to delete the charge of account type

Good day, Shaik Aleem.

 

You can only inactivate accounts in our program. This is to make sure all your transactions are intact and the reports will remain unchanged. However, if it's linked to an item, you'll be unable to inactivate it.

 

You can follow SophiaAnnL's steps at the top to check if the account is associated to that item (Refer to my screenshot below). If it is, you can inactivate the item or replace the account with a different one. Then, please be sure to tick the Also update this account in historical transactions check box, so the change will apply to your existing transactions. 

 

Once done, you can inactivate it already.

 

 

 

We're just around if you need more help. Have a good day! 

Level 2

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

Merging the accounts doesn't even completely remove the account. It just sits there in the inactive accounts as "Account Name (Deleted)".

 

I had accounts that were duplicates and I wanted them completely removed and not just sitting in the inactive accounts pile, so I followed your instructions to merge them all instead of marking them as inactive, and it effectively did the exact same thing?!?! I just wasted so much time...

QuickBooks Team

Re: Thanks for visiting the Intuit Community, jeanne, I’d be...

Thanks for sharing your review in the Community, @fl3tty.
 

Currently, this is the best option we can provide in QuickBooks Online (QBO) regarding deleting an account in COA. This is to make sure you have a record of the deleted (inactive) accounts.
 

I'll submit this feedback to our product engineers. They can check to see how to implement this option and the implementation vary on the number of feedback we receive.

You may visit our QuickBooks Blog to stay current with the hottest features and QBO product updates.
 

Please feel free to leave a message in this thread if you need more assistance. I'll be happy to help. Take care!

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