You've come to the right place for help, Tim. I've got the details on maintaining a clean and functional chart of accounts (COA) in QuickBooks Online (QBO) and being able to post here in the forum smoothly.
First, your suggested approach to renumbering and reorganizing the COA is workable and can work when done carefully.
Otherwise, you can also deactivate old accounts and set up new ones to keep your COA organized while retaining historical data for your records. This step will not remove older transactions from your records. Also, you always have the choice to recover deactivated accounts by making them active again.
Here's how to inactivate an account:
- Navigate to the Gear icon at the top right corner.
- Select Chart of accounts.
- Look for the account that you want to delete.
- In the Action column, hit the drop-down and click Make inactive.
To add a new account:
- Go to the Chart of accounts again and select New.
- Click on the Account Type drop-down to select the account type.
- Press the Detail Type to specify the type of account you want.
- Enter the name of the account in the Account name field.
- Include information in the Description field.
- When done, hit the Save and Close button.
Moreover, here's an article where you can learn how to manage default or special accounts in COA: Manage default and special accounts in QBO.
Regarding your second question, the incognito mode doesn’t use the stored cache, so accumulated data prevents you from posting here. I recommend clearing your regular browser's cache. If the issue persists, you can use another supported browser.
I am also sharing this helpful article to assist you in effectively reconciling your accounts. So they always match your bank and credit card statements: Reconciling an account in QBO.
Reach out to me in the comments if you need more clarification. We're always here to help you with your QBO chart of accounts and posting here with ease. Thanks for stopping by, and take care always.
