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chrissa2
Level 1

how do you make an account inactive? I am a former desktop user and when I upgraded QB made "inactive" accounts "active" and won't allow to be put back in inactive status

When attempting to make an account "inactive" QB gives an error message that the account is tied to an expense or another account and not able to complete request
1 Comment 1
ArielI
QuickBooks Team

how do you make an account inactive? I am a former desktop user and when I upgraded QB made "inactive" accounts "active" and won't allow to be put back in inactive status

Thanks for sharing this matter in the Community forum, Chrissa. When we import data from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), any accounts with open balances will remain active. Let me provide the steps to clear those balances before we inactivate the account.

 

  1. Open your QuickBooks Online.
  2. Navigate to the Gear icon and select Chart of accounts.
  3. Click View Register for the account you want to make inactive.
  4. Then click the Delete option to clear these transactions.

 

Once you have cleared all linked transactions, you should be able to make the account inactive.

 

You can also consider reaching out to our QuickBooks Live expert Assisted team, they are available to help you with making your accounts inactive and can help you address any QBO concerns.

 

Additionally, if you'd like to add new accounts to your Chart of accounts, you can refer to this article: Add an account to your chart of accounts in QuickBooks Online.

 

If you have any further questions or need additional help after making the account inactive, please let us know. We are here to assist you anytime.

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