Banking

I'm here to help you handle transactions from your old checking account to the new one, @smileywhylly.

We can delete those transactions in the old account, that way, they will not be overstated. To do this, here are the things we need to take: 

• Make the account active from the chart of accounts list.
• Delete the transactions in the account one at a time.
• Inactivate the account from the chart of accounts.

To activate an account, here's how:

1. Go to the Accounting menu, and then choose Chart of accounts.
2. Find the small gear icon on the right side that is above Action.
3. Click the Include inactive box.
4. Locate the deleted account and select Make active.
   
   

Then, delete each transaction in your old checking account:

1. Under the Chart of accounts list, locate the account.
2. Choose Account history.
3. Click the transaction, then Delete. 
4. Repeat for all other transactions.

Once done, you can now inactivate them: 

1. Go to Settings ⚙ menu.  
2. Select Chart of accounts.
3. Find the account you want to delete.
4. Click the Action ▼ dropdown and select Make inactive.
   
   

In addition, let me share these articles to help you manage your chart of accounts in QuickBooks:

• Learn about the chart of accounts in QuickBooks.
• Delete an account on your chart of accounts in QuickBooks Online

Fill me in if you have other concerns about your checking accounts in QuickBooks. I'll be happy to help more. Have a great day!

@Rubielyn_J  Thanks for your reply. You mentioned "Account History" I don't have anything that says Account History but I do have View Register, would that be the same thing? Also, should I unlink any payments that have been linked through accepting payment. 

@JasroV Thanks! I was able to make all the changes.

I will follow up with a Pro Advisor.