Can I change how QB determines which accounts count toward my limits?

Thanks for checking in with us, me41.

The option to change how QuickBooks Online (QBO) determines which accounts count toward the limit is unavailable. QBO doesn't have file size, list length, or transaction limits. However, there are a few limitations to be aware of such as character limits in fields and size limits when exporting a report to Excel. 

Just check out the following character limits in fields below:

For more details about usage, file size and feature limits, you can check out these articles:

• QuickBooks Online file size and feature limits
• What are usage limits in QuickBooks Online?

If you encounter QBO performance issues, please refer to this article to troubleshoot the issue: Why is my QuickBooks Online slow? article.

Feel free to reply to this post if you need a hand with merging your accounts or any QBO related. I'm always here to help. Take care always.

@me41 

Should you prefer to avoid upgrading to higher plan, utilize the 3rd party migration tool to copy between QBO accounts.

https://transactionpro.grsm.io/qbo

Use promo code 20PERCENTOFF at checkout, valid until April 30th, 2020.

Once you are to import the data, open a new QBO account. Make sure to click the Buy button to get the discounted price for up to 6 months. If you purchase from the trial account, you have to pay the regular price.

https://quickbooks.grsm.io/US

https://quickbooks.grsm.io/us-promo

Hope it helps.

Unfortunately, this response only adds to my confusion and frustration.  It offers info that's not relevant and then sends me back to references that I've already read.

Thanks for letting me know about a possible work-around.  Although I'm still not sure how it would affect my current dilemma.  e.g., it still doesn't tell me how to effectively reduce my account usage when there are only a limited number of accounts that currently indicate inactivating them would make a difference.  Unfortunately, at least one is a new credit card account that I MUST keep active, even though I'd love to inactivate very old accounts that are no longer relevant, but which QBO tells me would not count toward reducing usage.

Thanks for offering this possible work-around - except, I'm still not sure how to implement the changes I need to make.....

i.e., how to effectively reduce my account usage when there are only a limited number of accounts that currently indicate inactivating them would make a difference.  Unfortunately, at least one is a new credit card account that I MUST keep active, even though I'd love to inactivate very old accounts that are no longer relevant, but which QBO tells me would not count toward reducing usage.

A followup question - IF I were to "export" to Transaction Pro, how would I go about making account name changes to existing transactions?

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i.e., how to effectively reduce my account usage when there are only a limited number of accounts that currently indicate inactivating them would make a difference. 

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As we know QBO does not currently allow list items such as Accounts, Customer, Vendors, etc to be deleted, selecting these items with the 3rd party Deleter tool will not delete them from the QBO company but instead change the list item's status to inactive. For the time being you may explore how to export your active list and transactions data from the current account and import them into the trial account. Once your list hit the limit, you know your options.   

I cannot populate an annual Form 940 because the gross annual payroll is 9,611,000.00. How do I get around this???

I'm glad you make it here, LENS1.

Issues with Form 940 that is not populating can be caused by a browser. Let's try using a private browser or incognito window as an initial step to fixing this issue. This will eliminate any browser history that may cause a glitch inside QuickBooks. You can refer to the following keyboard shortcuts below:

• Google Chrome: Ctrl + Shift + N
• Microsoft Edge: Ctrl + Shift + P
• Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

Once done, try customizing the report again, then close out the private window and clear the cache on the regular browser. This will remove previously-stored browsing data that might have caused the issue. Otherwise, you can try other supported browsers to help narrow down the cause of this behavior.

Here are a few articles about managing Form 940 in QuickBooks Online:

• Instruction for Form 940.

• Troubleshoot Form 940.

• Where to File your Taxes for Form 940.
  
  

Be sure to drop me a reply if you have additional questions while managing your 940 forms. I'd be more than happy to help. Stay safe and have a good one