QBO Envelopes for Cash Flow

Hello, smbcpa42. 

Thank you for reaching out to the Community. You can simply disconnect the account if it was connected online. I'll also show you how to completely remove the electronic feeds if you don't need the data from the bank. 

1. Go to the Banking menu. Then select the Banking tab.
2. Tap the tile for the bank account.
3. Click on the pencil ✎ icon, then select Edit account info.
4. Press the Disconnect this account on save checkbox. Note: If QuickBooks is downloading new transactions, you won't see this option. Wait a few minutes for the update to finish and try again.
5. Hit Save and Close.

I've adding this link for additional information: Learn more about QuickBooks Cash accounts and the Cash Flow menu. 

Additionally, I'm including these Cash Flow-related links for additional guide and reference:

• Get started with the Cash Flow menu
• Learn more about QuickBooks Cash accounts and the Cash Flow menu 

Stay in touch if there's anything else you need about this by commenting below. I'm always glad to help. Stay safe!

Yes thank you for that information but that's not what I was asking. I use QuickBooks cash and I set up those envelopes to set money aside. When I'm done using the envelopes and I've transferred the money from the envelopes back into QuickBook cash to be able to use the money those envelopes sit there zeroed out but I wanted to know can I delete them and if I delete them will those transactions be deleted from my QuickBooks permanently. I completely understand how to disconnect bank feeds that's not what I was asking. But I do appreciate your insight.

Thanks for coming back, smbcpa42.

The option to delete an envelope is unavailable in QuickBooks Online (QBO). However, we can edit it or change its name and ensure 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. Press Next, then Tap Continue when the transfer request finishes.

To learn more, see the taking money out of an envelope article. I'm also including these Cash Flow-related links for additional guide and reference:

• Get started with the Cash Flow menu
• Learn more about QuickBooks Cash accounts and the Cash Flow menu

To keep updated with any upcoming QuickBooks updates and enhancements, feel free to visit these blogs:

• QuickBooks Resource Center
• The QuickBooks Blog

I'll be right here to continue helping if you have any other concerns or questions about QuickBooks. Assistance is just a post away. Have a great weekend. 

If the option to delete the envelopes is not available then why do I have a delete button and function See attached

Hello smbcpa42,

I'll be happy to answer your question on the effect of deleting an envelope account. Yes, envelope accounts can be removed. As for your original question, the transaction history will also be deleted when you delete an envelope. 

I remember the days when we used white envelopes to set aside funds for certain purposes. I hope that you like this feature in QuickBooks, and send us feedback if you want to suggest something. You can also check about using money from envelopes to pay for payroll in QuickBooks Online for your additional reference.

Feel free to go back to this thread if you have additional questions about the feature. I'll be more than happy to assist you again. Take care!

Thank you so much for actually answering my question. That is what I thought but I wasn't 100% sure. I just wish there was a way that once you transfer the money out of the envelope and or you reach the envelopes goal that there is a way to quote unquote close it out so that it can be reused as another envelope. I have several envelopes that I just wanted to consolidate but now I can't do that because of the history of the transactions. But I do appreciate it thank you.

Thanks for getting back with the Community, smbcpa42. I'm happy to hear JessT was able to help you find an answer to your question.
 

I can certainly understand how an ability to reuse an empty envelope as a new one could be useful and have submitted a suggestion about it as of today.

You can also submit your own feature requests while signed in.

Here's how:

1. Use the Gear (⚙️) icon.
   
2. Click Feedback.
   
3. Enter your suggestions and/or comments.
4. Hit Next.
   
5. Choose Skip and send message.
6. The available drop-down menu can be used to pick an appropriate category.
7. Select Send message.
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. Feature requests can be tracked through the Customer Feedback website.
 

If there's any questions, I'm just a post away. Have a lovely day!