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susan74
Level 1

I hate this system. trying to balance and move stuff to the correct account. delete if off one to fix how can just delete all accounts and and start over

 
1 Comment
Kristine Mae
QuickBooks Team

I hate this system. trying to balance and move stuff to the correct account. delete if off one to fix how can just delete all accounts and and start over

I know balancing accounts is tricky, Susan74. I'd like to help you.

 

You can create a journal entry to move a balance from one account to another. Here's how:

  1. Click the New or Plus sign (+) button.
  2. Select Journal entry.
  3. Fill in the necessary fields.
  4. Click Save and close.

Although, you can keep the Chart of Accounts organized by inactivating the accounts that you don't want to use anymore. This helps you start over. Inactivating them is like fundamentally deleting these accounts. The program will hide them from the list, but it keeps records of past transactions for reporting purposes.

 

Here's how to inactivate an account:

  1. Click Accounting, then go to Chart of Accounts.
  2. Select an account.
  3. Click the View register or Run report drop-down arrow, then select Make inactive.

If the account has a balance, the program will create a journal entry and move the remaining amount to another account. 

 

I'll add the article on how to delete an account on your chart of accounts in QuickBooks Online for more information. 

 

Swing by if you have additional questions. We're just around to address them. 

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