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steven-ruiz-crow
Level 1

How do I delete/remove Envelopes created in the Cash Flow tab?

 
7 Comments 7
gayatriluthfias20
Level 7

How do I delete/remove Envelopes created in the Cash Flow tab?

Hi @steven-ruiz-crow , thank you have posted in quickbooks community.

 

Just transfer the money out from envelope then edit the name with no name, or etc. 

 

Glad to assist you.

GlinetteC
Moderator

How do I delete/remove Envelopes created in the Cash Flow tab?

Hi there, steven-ruiz-crow.

 

As mentioned by @gayatriluthfias20, you can just transfer the money out from the created envelope. I'd be glad to walk you through the steps on how to do it:

 

  1. From the Cash Flow menu, select the Envelopes section.
  2. Select View next to the envelope you want to take the money out of.
  3. In the Current balance section, select Transfer money.
  4. Select Transfer out.
  5. In the From field, make sure you selected the correct envelope.
  6. 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.
  7. Enter the amount you want to take out of your envelope.
  8. Click Next, then select Continue when the transfer request finishes.

You can learn more details about taking money out of an envelope in this article.

 

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

Please know that I'm just a click away if you have any additional concerns.

steven-ruiz-crow
Level 1

How do I delete/remove Envelopes created in the Cash Flow tab?

I should mention I am using the Desktop version for Windows 10. So I created the Envelopes with no money and did not connect them with a bank account. I did what you told me to by removing the name of the Envelope and then saving. When I do this I get and as shown in the attachment.

steven-ruiz-crow
Level 1

How do I delete/remove Envelopes created in the Cash Flow tab?

I should mention that I am using the desktop version for Windows 10. So, I created the Envelopes with no money and did not connect them any banks. I did what you advised and deleted the name of the Envelope and tried to save. When I do this, I am presented with prompt as shown in the attachment.

LieraMarie_A
QuickBooks Team

How do I delete/remove Envelopes created in the Cash Flow tab?

Hi there, @steven-ruiz-crow!

It would be a good idea to run the Verify/Rebuild tool. This tool allows QuickBooks to self-identify data integrity issues that can cause unusual behaviors and helps resolve them. 

 

Follow the steps below on how to verify data:

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
    1.JPG
  4. Click OK when you see the message, QuickBooks detected no problem with your data.
  5. If Verify finds an issue with your data, you'll be prompted to Rebuild Now or View Errors.
  6. Click Close or View Errors and take note of the specific error message.

Next, here's how to rebuild data:

  1. On the top menu, click File.
  2. Choose Utilities.
  3. Select Verify Data.
    2.JPG
  4. Click OK if you receive a prompt to back up your company file.
  5. Click OK when you get the message, Rebuild has completed and proceed to the next step.
  6. Run Verify Data again to make sure there's no error.

 

Then, update your QuickBooks Desktop to the latest release from our official website. 

  1. Go to the Downloads & Updates page.
  2. Select the country, product, & version and click the Search button.
  3. Click the Get the latest updates link.
  4. After downloading the updates, navigate to the Downloads folder of your computer and double click the update file to initiate the installation process.
  5. Follow the prompts on the screen to install the updates.
  6. Restart your computer after the update is installed successfully.


QuickBooks also offers budgeting and forecasting tools to help you plan and make smart business decisions.

Please let me know how it goes or if you have any follow-up questions. I'll be here if you need further assistance. Just leave a comment below.

smoran0727
Level 1

How do I delete/remove Envelopes created in the Cash Flow tab?

I am so sorry, but this is driving me crazy.  I am trying to get rid of this unused account from the Chart of Accounts.  There is no balance or transactions at all in the register. As far as I can tell this account has never been used.  I want to delete this account.  I followed the instructions below and I don't see anywhere to click for "Envelopes section."  What can I do to get rid of this account?

 

When I try to deactivate this account, I receive this message:

 

Error

You can't delete this account as it is used as default for one of the sales lines.

 

Sales lines from what? The error code is not descriptive enough. I looked at the Products & Services, but nothing seems to be linked there under the Sales item. I ran a report for this account directly from the COA, using All Dates and there isn't anything there either.  

 

One of the most frustrating things about QuickBooks Online is the inability to get rid of certain accounts that we never use from the COA.  The biggest one being Sales of Product Income.  I will delete it from my clients' COA and it always comes back!  So frustrating!  These clients do not sell products.  And this happens with all my clients' QBO accounts.  Inventory Asset is another one.  Intuit should not be in charge of what we want to see on a COA, except for the Uncategorized Asset account.  That account should only be used for the Bank Feeds default, I understand.  Intuit won't even allow me to change the Uncategorized Expense or Uncategorized Income accounts to be OTHER Expense/Income account types!  These accounts also have to remain as is because of Bank Feeds, which is not right.  Intuit only needs one account to accomplish this goal--the Uncategorized Asset account should suffice. 

I am sorry if I am coming across as a little heated, but I have left feedback about this issue many times over the years, and nothing ever changes.  This is not an issue in QuickBooks Desktop.  Why is it an issue on QB Online? To be able to charge people more for going over their limits?  There are certain accounts that you can deactivate, but it won't change the limits.  Why is that?  And I'm sorry, you don't have to answer all of these questions, since this section is about the QuickBooks Cash account.  I am happy just figuring out how we can get rid of this from my client's COA.  

 

Thank you for taking the time to read this.  I truly appreciate it! :) 

 

Candice C
QuickBooks Team

How do I delete/remove Envelopes created in the Cash Flow tab?

Greetings, @smoran0727

 

Thanks for chiming in on this thread and welcome to the Community. Allow me to give you some information about this subject. 

 

The error message that you're receiving is due to a transaction still being attached to the account. Any invoice or payment that was attached to the account or any product that is issues to that account will prevent the account from being deleted. 

 

I'll send feedback to our Product Developers so they can take a look into this to consider updating the product more. You can keep up with what's new in the product by visiting our Blog site

 

If you have any other questions or concerns, don't hesitate to ask. I'm only a post away if you need me. Have a wonderful day! 

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