Can QBO Data Services assist with undoing all GL #'s associated to accounts with zero data? Incorrect GL numbers were allocated. Making inactive is not desired outcome

Merlot1 · ‎August 07, 2023

jenop2 · ‎August 07, 2023

I appreciate the additional details, Merlot1.

You have the option to modify or alter the assigned GL numbers for each account listed in your Chart of Accounts. Importantly, this adjustment will not have any impact on existing transactions.

Here's how:

Go back to your Chart of Accounts.
Click the Pencil icon under the New button.
Edit the account or GL numbers in the Number column.
Select Save.

Let me also share these articles for additional guidance when managing your Chart of Accounts:

The Community is always here if you need anything else.

View solution in original post

Maybelle_S · ‎August 07, 2023

Thanks for reaching out to inquire about our QBO Data Services, Merlot1. We understand that there have been issues with incorrect GL (General Ledger) numbers allocated to certain accounts. We appreciate your concern and want to ensure we address your needs properly.

Our QBO Data Services team is available to help you with data-related tasks in QuickBooks Online. We understand that making accounts inactive may not be ideal for your situation. Therefore, we can explore alternative solutions to address the issue without affecting the account's status.

To clarify, please provide us with more details about the accounts with incorrect GL numbers and the associated data. Understanding your requirements thoroughly will enable us to customize our approach to meet your needs precisely.

We are committed to delivering a resolution that meets your satisfaction and ensures the accuracy and integrity of your financial data in QuickBooks Online.

Merlot1 · ‎August 07, 2023

Thank you for the initial response. Incorrect General Ledger Numbers were allocated during setting up a Chart of Accounts. The only Account names with transactions are:

- Bank checking, savings and credit card - banking is linked to QBO.

- Opening Balance Equity

- Shareholders Equity and Distributions sub-category (however, no GL number has been allocated to this)

There is currently no transactional data as yet in the company as the CoA needs to be correctly setup first.

jenop2 · ‎August 07, 2023

I appreciate the additional details, Merlot1.

You have the option to modify or alter the assigned GL numbers for each account listed in your Chart of Accounts. Importantly, this adjustment will not have any impact on existing transactions.

Here's how:

Go back to your Chart of Accounts.
Click the Pencil icon under the New button.
Edit the account or GL numbers in the Number column.
Select Save.

Let me also share these articles for additional guidance when managing your Chart of Accounts:

The Community is always here if you need anything else.

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Can QBO Data Services assist with undoing all GL #'s associated to accounts with zero data? Incorrect GL numbers were allocated. Making inactive is not desired outcome