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dclonts
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.

This is a bit ridiculous.  I accidentally created an account with an incorrect type while setting up Quickbooks, and as far as I can tell I'm stuck with it for time immemorial...

 

Come on...gotta be a way to fix this...

cpevans
Level 2

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.

Please fix this. I want to clean up my chart of accounts by DELETING accounts NOT just INACTIVATING them to sit forever in a cluttered mess. I understand the purpose of preserving accounts that have transaction records in them but that should NOT be the case for accounts with NO transactions. I imagine that would be a simple function to code. If account HAS transactions, therefore, unable to delete. If account HAS NO transactions, therefore, able to delete.

sigitoma
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.

I have almost the same question. I had to split a company. Now I have 2 companies and in each company I now have accounts that are redundant for the other company. If I only make them inactive, they still show in the reports. But since the one company is starting fresh, I don't want the data of the "old" company in the reports. So I want to really delete those accounts. Please help!

 

JonpriL
Moderator

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.

Hello @sigitoma,

 

As of the moment, there isn't an integrated way of completely deleting your accounts even after inactivating them. This is to keep your records accurate in case you need a copy of your data for any reason in the future.

 

That said, let's customize your report to filter out the accounts you've already inactivated. Let me show you how.

  1. Go to Reports.
  2. Open the report you wish to review your company's financial accounts.
  3. Select Customize.
  4. Under Show non-zero or active only on the Rows/Columns section, select Active.
  5. Click Run report.

In addition, here's an article you can read to learn more about how you can customize a report: Customize reports in QuickBooks Online.

 

Lastly, I've got you this helpful article for ideas about saving your report after customizing it: How to Save Customized Reports?

 

Keep me posted in the comments below if you have any other questions. I'll be here to lend a hand.

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