Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Solved! Go to Solution.
Thanks for the additional details, Baker550.
First, I'd like to inform that making an account inactive from the Chart of Accounts (COA) doesn't mean deleted. It only indicates not in use and removes the account from the account lists.
When trying to inactive an account, can share the exact pop up or message you received? I want to make sure you'll get the correct information and resolution on this.
When an account is inactivated, QuickBooks makes a journal entry since it shows a balance. This transfers the balance to another account. Your existing transactions don't disappear and remain on your financial statement.
Still, I recommend following the steps shared by my colleague above. You can also reach out to your accountant to ensure everything is accurate before proceeding the process. You'll want to review the links below for further details and tips about handling accounts:
Please let us know if you need additional help. We'll be right here to assist you, Baker550.
Hello, Baker550.
I want to make sure we're on the same page. Are you referring to removing a bank account listed in the Chart of Accounts? Is the account connected to the online banking? If so, you have the option to disconnect it. Doing so helps QuickBooks to stop downloading new transactions, and keep your existing accounting data.
If you decide to make the account inactive, please check the following details before you proceed:
We also recommend reaching out to your accountant to make sure this change is right for you. If you're not affiliated with one, you can visit our Intuit Find-A-ProAdvisor site to find certified professionals near you.
When you're ready to make an account inactive, you can follow these steps:
For reference, please check out this article: Make an account inactive on your chart of accounts in QuickBooks Online.
If you're referring to something else, please let me know by adding more details in your reply. I'll be around to help you out some more. Take care!
the account was closed out, is no longer in use and was disconnected
and yes, I would like to remove it from being a choice every time we receive payment
a bit of background information....
1) the account was closed at the institution
2) the account is showing a Quickbooks Bank Balance in the COA
3) the account is showing a ZERO Bank Balance in the COA
4) I get a warning everytime I try to make the account inactive
Thanks for the additional details, Baker550.
First, I'd like to inform that making an account inactive from the Chart of Accounts (COA) doesn't mean deleted. It only indicates not in use and removes the account from the account lists.
When trying to inactive an account, can share the exact pop up or message you received? I want to make sure you'll get the correct information and resolution on this.
When an account is inactivated, QuickBooks makes a journal entry since it shows a balance. This transfers the balance to another account. Your existing transactions don't disappear and remain on your financial statement.
Still, I recommend following the steps shared by my colleague above. You can also reach out to your accountant to ensure everything is accurate before proceeding the process. You'll want to review the links below for further details and tips about handling accounts:
Please let us know if you need additional help. We'll be right here to assist you, Baker550.
thank you very much for your help in this!
thank you for all your help on this
Hello Baker550!
Good to know that my colleagues were able to help you. Please know that we're always here to help.
Keep on posting here if you have other concerns. Take care!
I have the app go to payments and the funds were deposited into my close bank account. How do I remove that bank account and make new bank account to receive the funds? And how would I go about getting my deposit?
Thanks for sharing your concern here in the thread, @Gindia. No worries, I've got you covered. Let me guide you on how to fix this matter.
Since your account is closed, you can go to your QuickBooks Online (QBO) account to remove this from your payment options and add a new account. You can follow the guidelines below for your reference:
On the other hand, regarding the funds deposited to the closed account, I recommend contacting our Payments Support team to track and trace the deposits. They could also provide the next step to get your deposit to the right bank account.
Here's how:
Just a heads up, our Payments Support team is available from M-F 6 AM to 6 PM Pacific Time.
Additionally, here are some useful articles that you can access to make your accounts accurate and balanced:
You can comment back if you have other concerns with managing your bank accounts and deposits in QuickBooks. We'll be here to help and provide assistance if you need it. Have a wonderful day!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here