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nell626
Level 2

I am helping a nonprofit that has a chart of accounts with accounts they don't need with zero balances. How do I delete the account?

The nonprofit I am working with has had QB for about a year and has accounts in the chart of accounts they have never used and won't.  How do I actually delete these accounts?  I am very familiar with QB Desktop but this is the first time I am working with QB online.  

Solved
Best answer October 31, 2020

Best Answers
AlexV
QuickBooks Team

I am helping a nonprofit that has a chart of accounts with accounts they don't need with zero balances. How do I delete the account?

Hi there, nell626.

 

We can hide them by making them inactive. You can follow these steps:

  1. Go to your Chart of Accounts.
  2. Click the drop-down arrow under the Action column.
  3. Select Make inactive, then Yes to confirm.

I've added these links for more details:

I'll be here if you need more help. Wishing you all the best!

View solution in original post

6 Comments 6
AlexV
QuickBooks Team

I am helping a nonprofit that has a chart of accounts with accounts they don't need with zero balances. How do I delete the account?

Hi there, nell626.

 

We can hide them by making them inactive. You can follow these steps:

  1. Go to your Chart of Accounts.
  2. Click the drop-down arrow under the Action column.
  3. Select Make inactive, then Yes to confirm.

I've added these links for more details:

I'll be here if you need more help. Wishing you all the best!

View solution in original post

nell626
Level 2

I am helping a nonprofit that has a chart of accounts with accounts they don't need with zero balances. How do I delete the account?

Thank you. So making them inactive is basically the same as deleting them? I saw where I could do that & have done it, plus added, " Do Not Use" to the name. But I thought I might be able to actually delete them like I can on the desktop version. 

MaryJoyD
QuickBooks Team

I am helping a nonprofit that has a chart of accounts with accounts they don't need with zero balances. How do I delete the account?

I can share additional information with deleting accounts, @nell626.

 

Yes, you’re right. You can only make them inactive. It works like deleting it. QuickBooks Online (QBO) hides the account from your lists and menus but keeps records of past transactions on your reports.

 

You can follow the steps provided by AlexV on how to make it inactive. Here's a reference on how to delete an account on your chart of accounts in QuickBooks Online

 

A feature to delete accounts with $0 balances would be a great addition to the current features that we have, so I'll take note of it. You can visit the QuickBooks Blog to check for new updates and features that we have. 

 

Stay in touch if you have other concerns with your Chart of Accounts by leaving a comment below. I'm always glad to help in any way I can.​ Have a great rest of the day. 

nell626
Level 2

I am helping a nonprofit that has a chart of accounts with accounts they don't need with zero balances. How do I delete the account?

Thank you.  I now understand this.  

TCL2
Level 1

I am helping a nonprofit that has a chart of accounts with accounts they don't need with zero balances. How do I delete the account?

How do I show the different revenue grants in the income on the Chart of Accounts. If main account is 4200, do I add sub account 4210, 20, 30, etc.

ReyJohn_D
Moderator

I am helping a nonprofit that has a chart of accounts with accounts they don't need with zero balances. How do I delete the account?

I've got some ideas on how to handle your account numbers for your revenue grants, @TCL2.

 

You can set up sub-accounts under the parent one in QuickBooks Online. This way, you can show or divide your revenue grants on the Chart of Accounts list. Also, the account numbers sequence depends on how you'd like to arrange your grants. 

 

If you aren't sure, I'd recommend working with your accountant for further guidance. Another option is to use our Find-an-Accountant tool to look for an expert near you.

 

First, please ensure to enable the account numbers feature. After that, you can now create your parent account as you usually do. 

 

To create your sub-accounts:

 

  1. Go to the Accounting menu, and then select Chart of Accounts.
  2. Click the New button at the top.
  3. Select the right income Account Type from the drop-down.
  4. Make sure to check the Is sub-account check box. Then, choose the parent account from the drop-down.
  5. Click Save and close when you're ready.
  6. Perform the same set of steps for the other sub-accounts you'll want to create.

 

You'll want to run an Account QuickReport to monitor your revenue grant balances. To accomplish this, look for the accounts you've set up and then click the View register link.

 

I'm still around to help you out if you need more insights about managing your transactions or accounts. I've got your back always.

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