I accidentally put an account on the dashboard quick start menu to the right of the screen. How do I remove it without deleting the account?
Thanks for checking the Community space, slharter.
Removing the account from the QuickBooks Online Dashboard requires you to inactivate it. By doing so, the account will be hide from menus and on your chart of accounts while still keeping the records of past transactions on your reports.
Here are the instructions on how to make an account inactive:
Go to the Gear icon and select Chart of Accounts.
Find the account you want to delete.
Select the Action drop down and select Make inactive.
If you wish to see your inactive accounts, you can follow the steps below:
Rest assured, this isn't anything you did. When you create a bank account in your Chart of Accounts, QuickBooks Online automatically adds it to the Bank Accounts widget on your Dashboard. There isn't a way to remove it without making it inactive, but you can move it to the bottom of the list by following these quick steps:
In the widget on your Dashboard, click the Pencil icon.
Use the grids to the left and drag them up or down to re-order them.
That's it! If you'd like to learn more about customizing QuickBooks Online, I recommend checking out our video tutorials. They're full of useful information that may come in handy for you.
Let me know if you have any other questions, I'll be here to help. Have a good one!