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claudiaSp
Level 1

I mistakenly created two undeposited funds account. Now I can't delete, make inactive, or merge them? Any ideas how to fix this.

 
4 Comments 4
MAnneJ
QuickBooks Team

I mistakenly created two undeposited funds account. Now I can't delete, make inactive, or merge them? Any ideas how to fix this.

Hi there, claudiaSp. Here's some information on deleting, making inactive, and merging fund accounts in QuickBooks Online (QBO).

 

Undeposited Funds is a permanent account in your chart of accounts. Therefore, it can't be deleted or made inactive. However, we can merge other similar accounts with Undeposited Funds to add their balances to the default account. This will help keep your records organized and accurate. 

 

Otherwise, the accidentally created undeposited funds will be made inactive.

 

Here's how: 

 

  1. Go to the Gear icon, and select Chart of accounts. 
  2. Select the created Undeposited Funds on the Chart of accounts page.
  3. Click the dropdown ▼, and select Make inactive. 
  4. When the message prompts, click the Yes, make inactive message. 

 

The screenshot is attached for visual reference. 

 

Make inactive.PNG

 

Your account will become inactive, but all the recorded transactions will still be available. 

 

Additionally, I've added this article if you want to learn what the audit log can do and how to use it: Use the audit log in QuickBooks Online.

 

Feel free to reply to this thread should you need additional assistance managing your bank feeds and any QuickBooks-related concerns. Take care.

claudiaSp
Level 1

I mistakenly created two undeposited funds account. Now I can't delete, make inactive, or merge them? Any ideas how to fix this.

I tried several times to make inactive.


The account is named "Undeposited Funds-1"


When I go to make it inactive, I get this message:

 

Failed to inactivate some accounts
Unable to make 1 account inactive.

 
Thanks for your help
claudiaSp
Level 1

I mistakenly created two undeposited funds account. Now I can't delete, make inactive, or merge them? Any ideas how to fix this.

I tried several times to make inactive.


The account is named "Undeposited Funds-1"


When I go to make it inactive, I get this message:

 

Failed to inactivate some accounts
Unable to make 1 account inactive.

Heide DC
QuickBooks Team

I mistakenly created two undeposited funds account. Now I can't delete, make inactive, or merge them? Any ideas how to fix this.

I appreciate you for what you've done on your end, @claudiaSp.Let me share some information about undeposited funds in QuickBooks Online.

There's a possibility that the account that you're unable to make inactive is one of the accounts that can't be deactivated. I'd recommend merging similar accounts. This way the two accounts will be merged into one.

 

Alternatively, we can use a private browsing window when logging into your QuickBooks Online account. This method will prevent the website from accessing cookies, browsing history, or data. Use these shortcut keys on your keyboard to access incognito mode:

 

  • Safari: Control + Option + P
  • Google Chrome: Press Ctrl + Shift + N
  • Firefox or Internet Explorer: Ctrl + Shift + P

 

If it works fine, clear the cache of your original browser to refresh the page. However, if this won't work as an alternative solution, then you may want to check this article with browsers which are supported by QuickBooks Online: System requirements for QuickBooks Online products.

 

Additionally, you can check this article to learn what the audit log can do and how to use it to keep an audit trail: Use the audit log in QuickBooks Online.

 

Don't hesitate to notify me if you have further questions on managing bank feeds or any QuickBooks-related concerns. Stay safe.

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