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? 

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.

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

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.

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

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.

Is there an update on this issue?  It's been over two years that I have had accounts on my QB Online that cannot be deleted. 

I can share some information on how to delete an account from your chart of accounts, @Chaya_Maine. 

Can you tell me about the account that you're trying to delete? Also, the error you've encountered when trying to delete one? That'll help us provide the right solution to this concern. 

In QuickBooks Online (QBO), there are product features that rely on default accounts. Thus, you can’t delete them. However, some accounts require extra steps before deleting them. 

If you're trying to delete an account linked to a recurring transaction, you'll have to unlink any recurring transaction templates that use it.

First, run a Recurring Transactions Template list. Once done, you can now delete an account from your chart of accounts. You can check this article for more information: Review your recurring transactions in QuickBooks Online. 

You can check this article for more information: Delete an account on your chart of accounts in QuickBooks Online. 

Keep me posted if there's anything that you need with your account or if you have follow-up questions with your chart of accounts. I'm always here ready to help. 

I am having the same issue.  Last year my school switched to QBO from Desktop but did not/was not told to clean up the file before transferring.  Now we are deactivating graduated students but some are attached to Recurring Transactions.  I have removed the recurring transactions from the list, (nothing comes up when I search for the students name in recurring transaction list), but I am still getting the message "

Hi there, @JRS80. I'm here to make sure you can deactivate that student's name in QuickBooks.

To clarify, did you use the search field to find the customer's name from the Recurring Transactions list? This field is used to locate a template name. I'd suggest using the keyboard shortcuts in finding your student's name.

Here's how:

1. Go to the Gear icon.
2. Select Recurring Transactions.
3. Hold Ctrl + F.
4. Once you find it, click the drop-down arrow under Action and select Delete.

Once done, it will allow you to delete the student's name from the Customers list. On the other hand, if the name isn't attached to any of the templates, I'd suggest reaching out to our Customer Care Support team. This way, they can further investigate why you're getting the error message when deleting the name.

1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
2. Select Talk to a Human.
3. Enter a short description of your concern and press Enter.
4. Click I still need a human.
5. Select Contact Us to connect with our live support.
6. Choose Get a callback.
   

Additionally, you can check out our guide on how to edit, delete, and restore list elements that I'm sure you'll find helpful: Manage lists.

Please let me know how it goes. I want to make sure this matter gets resolved.

Using the keyboard shortcuts in the recurring transactions menu did not bring up any recurring transactions for the customer.

I started a chat with an agent, they logged in and watched me copy the display name from the customer information and paste it in the recurring transaction page search and Ctl+F search.  There is no recurring transaction for the customer. 

The article solution is to call for assistance but both agents have said that that the "backend team" is working on a resolution. Still, after nearly three years?  If there is not a resolution, how is there a solution? 

Using the keyboard shortcuts in the recurring transactions menu did not bring up any recurring transactions for the customer.

I started a chat with an agent, they logged in and watched me copy the display name from the customer information and paste it in the recurring transaction page search and Ctl+F search.  There is no recurring transaction for the customer. 

The article solution is to call for assistance but both agents have said that that the "backend team" is working on a resolution. Still, after nearly three years?  If there is not a resolution, how is there a solution? 

None of the information has helped me.

As far as I can tell, none of the customers are linked to these templates.

I do not even have any recurring transactions.  But I get that same error trying to make several customers inactive.

Hi MN_Kitchens,

It isn't the kind of experience we want you to come across. 

To ensure we resolve your concern about deactivating customers get resolved the soonest, I recommend reaching out to our phone support team. One of the agents has a tool that can check the root cause of the issue, and they can create an investigation if need be.

Here's how:

1. Click the ? Help icon.
2. Go to the Search tab.
3. Click Contact Us.
4. Select Ask about something else.
5. You may type in I received an error message when trying to deactivate customers.
6. Click Continue.
7. Select either Chat with us or Schedule appointment.

Once the issue is resolved, you can check this article on how you can deactivate customers: Make a customer inactive and then active.

I'm always around whenever you have concerns about managing the customer list.

  Why is every "fix" from QB an upsell?