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clark11
Level 1

I am trying to clear the "Ask my Accountant" account but the transactions didn't update. Are the transactions suppose to automatically update?

 
1 Comment 1
Mark_R
Moderator

I am trying to clear the "Ask my Accountant" account but the transactions didn't update. Are the transactions suppose to automatically update?

Hello clark11,

 

Let's clear your "Ask my Accountant" account and get you back to working order.

 

To clarify, are you trying to inactive the "Ask my Accountant" account when you say "clear the "Ask my Accountant" account"? If so, we'll need to delete its transactions first before we can inactive the account itself. Let me show you how.

  1. Go to the Chart of Accounts.
  2. Find the "Ask my Accountant" account.
  3. Click Run report.
  4. On the Account QuickReport, click the transaction made and delete them one at the time.

Then, you can go back to Chart of Accounts and inactive the "Ask my Accountant" account.

 

Feel free to read this article for your reference: How to Delete an Account or Restore a Deleted Account.

 

Please feel free to leave a comment below if you have any other questions or if you're referring to something else. Have a great day!

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