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woatm74@gmail.co
Level 3

account question

It seems that there is no way to delete an item or account.

1. When an item or account is deactivated, when does it get deleted from storage? (in case of accidental input)
2. I understand that there is a full update option. Are there any attributes that cannot be updated?

5 Comments 5
MichaelaS
QuickBooks Team

account question

Thanks for posting your queries, woatm74.

 

Yes, you're correct. There's no option to delete an item or account. You can only mark it inactive. These will not be deleted from your storage and will remain part of your records.

 

You can refer to this article for details on what to do before and after an account becomes inactive: Make an account inactive on your chart of accounts.

 

Regarding the second query, yes, some attributes can't be updated, such as historical tax data, previous tax calculations, and locked transactions.

 

May I also ask what you would like to update? Additional information like this will help us address your queries accurately.

 

Also, you can check the different kinds of reports that can help you track each of your accounts. 

 

Let me know if you have other questions about managing the account. I'm always here to help. Stay well.

woatm74@gmail.co
Level 3

account question

1. In a full update, is it acceptable to include only the properties to be updated in the request, or should all properties be included?
2. In a sparse update, is it sufficient to include only the necessary properties in the request?

KayePe
QuickBooks Team

account question

Welcome to the Community space, woatm74. Please be aware that we are committed to achieving your goal of having an update utilizing QuickBooks Online (QBO). Let's dive into your concern more.

 

Beforehand, to understand your want regarding the full and sparse updates, can you tell us additional details of what you're trying to do and what update you want to conduct?

 

If your update pertains to inventory items, please note that you can directly modify certain information, except the quantity on hand and the item type. For service or non-inventory items, all details can be modified.

 

In the case of updating accounts, you have the flexibility to change the account name, type, and detail type. However, for default accounts, the details and account types cannot be modified. Additionally, for accounts linked to online banking, it is possible to change them to a different type on the balance sheet.

 

However, if you mean something else, don't hesitate to reply below for us to be able to know your concern, and will guide you again on achieving it.

 

Furthermore, to have an additional guide for managing your items and accounts in QBO, you can freely scan the attached references:

 

 

You can come back on this thread for additional informations about your matter. Know that the Community is always open to assist you at any time.

woatm74@gmail.co
Level 3

account question

You’re welcome for the quick response.

What I want to know is about general practices for a full update, specifically whether or not information that doesn’t need to be updated should still be included in the request.

I’m asking this to use as a reference because I’m currently using an API to transmit data with an internal business app.

I may be mistaken, but I’ve seen in the documentation that during a full update, attributes that are not included in the request are set to null, and I wanted to confirm that with this question.

ShyMae
QuickBooks Team

account question

I appreciate you sharing detailed information about your concern, woatm. We have a separate dedicated platform where you can interact with our developers regarding API-related issues.

 

In your case, I recommend getting in touch with our dedicated Intuit Development Support team. Their expertise in this area will enable them to offer you the most effective solutions and in-depth information with the full update you're referring to.

 

Here's how to connect with them:

 

  1. Visit this link: https://help.developer.intuit.com/s/.
  2. Choose your QuickBooks product.
  3. Click on Ask a Question.
  4. Please sign in and follow the prompts appearing on the screen to continue.
     


Moreover, you might want to learn how to manage your products and accounts effectively in QuickBooks Online. See these articles for reference:

 

 

Keep me updated on how your interaction with our Intuit Developer goes. Whatever you need, I'm just a post away. Sending you my best wishes, woatm! 

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