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Intuit
221 helpful votes

Remove accounts you no longer use

Learn how to hide accounts you no longer need in QuickBooks Online.

Keep your chart of accounts organized. If you have income or expense accounts you no longer use, you can make them inactive. This hides the accounts from the Chart of Accounts tab and other places where you can choose accounts.

If the accounts have transactions, don’t worry. QuickBooks keeps them so your reports and tax forms remain accurate.

Make an account inactive

Tip: If you want to disconnect your bank, PayPal, or credit card and stop auto-download of transactions, use these steps instead.

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Find the account you want to hide.
  3. Select the small arrow ▼ in the ACTION column. Then select Make inactive.

To check the accounts you made inactive in the Chart of Accounts tab: Select Settings ⚙ above the Action column, then select Include inactive.

Examples of accounts with registers are bank, credit card, asset, liability, and equity accounts. If a register doesn’t have any transactions yet, it’s ok to make it inactive. But there’s usually no reason to do so if it has transactions.

If you make a register with transactions inactive, QuickBooks will create an adjustment entry to zero out that register’s balance. This adjustment might not look good on your reports.

Be sure to talk to your accountant first. If you need an accountant, we'll help you find one near you.

How inactive accounts affect reports

When you run reports, you’ll still see inactive accounts that have transactions in them. Depending on the type and date period, QuickBooks still includes inactive accounts in reports to keep them accurate.

You can customize some reports to hide inactive accounts. But keep in mind that this might affect the accuracy of those reports.

Make an account active again

Need to use an inactive account again? Here’s how to bring it back:

  1. Go to Settings ⚙ and select Chart of Accounts.
  2. Select Settings ⚙ above the action column. Then select Include inactive.
  3. Find the account you want to use again and select Make active.

Get more help with organizing your accounts

Learn more tips on how to keep your accounts easy to use:

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