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mccomplete
Level 1

How to delete a duplicate bank account? Already moved all transactions to one account. How delete it from Chart of Accounts once it has a 0 balance?

 
1 Comment 1
EmanE17
QuickBooks Team

How to delete a duplicate bank account? Already moved all transactions to one account. How delete it from Chart of Accounts once it has a 0 balance?

You can click the drop-down arrow in the Action column and select Make inactive (reduce usage), mccomplete. I'll discuss this further.

 

If you no longer plan to use that account, you can make it inactive. This is equivalent to deleting it. Once deleted, the account will be removed from the Chart of Accounts and other selection areas.

 

To successfully delete the account, you may need first to make it inactive:

 

  1. Go to the Gear icon.
  2. Select Chart of Accounts under Your Company column.
  3. Locate the account you want to delete.
  4. Select the drop-down in the Action column, then choose Make Inactive (reduce usage).

    image1.png

  5. Click Yes, make inactive to confirm.

    image2.png

 

After deactivating the account, you can move forward with organizing and categorizing the appropriate account effectively.

 

Moreover, did you know that we provide a complimentary session with our QuickBooks Live Expert Assisted service? Our experts excel at making financial management effortless and offer tailored advice, especially in managing your bank.

 

If you have any questions about handling bank transactions or QuickBooks-related inquiries, please let us know in the comments, and I'll respond as quickly as possible.

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