Accounts

Yes, andiie46. I'm here to guide you through the process of deleting an unused account from the Chart of Accounts.

When you delete (or make an account inactive), it will be removed from the Chart of Accounts and any other areas where accounts are selectable. However, any associated transactions will remain in your company data and can still be accessed via reports.

To delete an account, you will need to merge it with the Services Income account:

• Billable Expense Income: This account tracks funds your business receives from customers to cover service-related expenses.
• Markup: This account tracks the difference between the cost of your product or service and its selling price.

Note: you can merge non-inventory items, products, and services. Keep in mind that once accounts are merged, the original account can no longer be used. Here’s how to merge these accounts:

1. Go to Settings and click Chart of Accounts.
2. Locate the account you wish to merge in the account list.
3. In the Action column, click the dropdown ▼ menu and select Edit.
4. In the Edit account panel, change the Account name to match the name of the Service/Fee Income account you want to merge with.
5. Hit Save.
6. Confirm by selecting Yes, merge accounts.

For more details on which default or special accounts can be deleted, edited, or merged, refer to Manage default and special accounts in your QBO Chart of Accounts.

You can also enlist the help of a QuickBooks-certified bookkeeper to manage your chart of accounts: Check out QuickBooks Live.

Please let me know if you have any other questions about deleting accounts in QBO. I'm always here to help you!

Ughhh this is making me nuts. I dont want to merge..Just give me an option to delete. 

Also, the account I want to delete has no

duplicate. How should i be able to merge it

with something that has already the same

name just like what you're doing. It seems

like you created a duplicate one but i dont

have duplicate. Please I need jist to delete

not merge or making inactive

Thanks for following up with the Community, andiie46. I appreciate your detailed information.

Merging accounts is only possible for accounts that have duplicates of themselves. Each duplicate account to be merged must have an identical Account Name, Account Type, and Detail Type.

Also, you'll want to be aware that merging accounts leaves one account existing at the end. Your duplicate account would disappear and seem to not exist any longer, meanwhile it's been merged down into one account.

Intuit recommends making an account inactive if you're looking to delete it in QuickBooks. Before doing so, you'll want to be sure to reach out to an accounting professional to check on the specifics of doing so and confirm such a change is right for your books.

If you're in need of one, there's an awesome tool on out website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

In the event you've never used an account before, or its balance is $0, you can easily make it inactive. If you inactivate an account you've used, it can be difficult to undo. Since accounts rely on eachother to stay balance, deleting data from one can affect everything else.

You can learn more about deleting accounts in our Make an account inactive on your chart of accounts article to better understand how it all works.

As for permanently deleting an account, I can certainly understand how such an ability 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, then go to Feedback.
2. Enter your suggestion(s) in the Have feedback? window.
3. If necessary, attach a file with your Camera icon.
4. Select Next.
   
   

Your feedback's definitely valuable to Intuit. It will be reviewed by our Product Development team and considered in future updates. You can stay up-to-date with the latest news about your product by reviewing Intuit's Product Updates webpage.

As a workaround, you can refer to the steps in our Delete your data & start over article to delete all of the data in your books, including the account you want deleted.

I'll be here to help if there's any additional questions. Have a wonderful Wednesday!