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Level 1

How do i delete an envelope that i created for my quickbooks cash account?

I have transferred all funds out of the envelope but don’t see an option to delete it
2 Comments
QuickBooks Team

How do i delete an envelope that i created for my quickbooks cash account?

Hello there, @usermatthiashomeimpr.

 

Let me share some information on how you can manage your envelopes in the Cash Flow window.

 

Currently, deleting an envelope is not available. However, you can edit it and change its name. Just make sure you have transferred the money out from the created envelope. Here's how:

  1. Go to the Cash Flow menu.
  2. Choose the Envelopes section.
  3. Select View next to the envelope you want to take the money out of.
  4. In the Current balance section, select Transfer money.
  5. Select Transfer out.
  6. In the From field, make sure you selected the correct envelope.
  7. In the To field, select your QuickBooks Cash account. You can also select one of your connected bank accounts, but the transfer will take a little longer.
  8. Enter the amount you want to take out of your envelope.
  9. Click Next, then select Continue when the transfer request finishes.

You can learn more details about taking money out of an envelope in this article.

 

On the other hand, should you wish to close your QuickBooks Cash account, you'd want to make sure that it has a $0 balance. Once the balance is $0, I'd recommend contacting our Payments Support team. They have the tools to securely access your account and further assist you with managing your envelopes. Here's how to contact us:

  1. Visit: https://community.intuit.com/browse/payments-contact-us.
  2. Choose the specific Merchants Service product you're using.

Get back to us here if you have other questions about managing your QuickBooks Cash Account. I'm just a few clicks away.

QuickBooks Team

How do i delete an envelope that i created for my quickbooks cash account?

Hello there, @usermatthiashomeimpr.

 

I want to make sure everything is sorted out. Were you able to manage your envelopes on the QuickBooks Cash account page?

 

Visit us here again if you have other questions or concerns about using QuickBooks to track your income and expense transactions. I'm just a few clicks away.

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