Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
Talk to Sales: 877-683-3280
Hours
Mon - Fri, 5am - 6pm PST
Sat - Sun, 7am - 4pm PST
Product support & help
Need help signing in?
C
catknightfin
March 13, 2021
Question

Expense > Pmt Method - how to delete or edit? list is getting really long for cards that have been replaced, etc. can have per bank account?

  • March 13, 2021
  • 1 reply
  • 11 views
we have company debit cards and its important to know which one was used for which purchase. and some of our cards have expired.

1 reply

MJoy_D
MJoy_DQuickBooks Team
QuickBooks Team
March 14, 2021

I can help you with deleting those payment methods that you no longer use, @catknightfin.

 

Yes, you can delete those payment accounts that you no longer use from the Chart of Accounts.  

 

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.

 

Here's how to make it inactive:

  1. Go to Settings ⚙ and choose Chart of accounts.
  2. Find the account you want to delete.
  3. Select the View Register▼ dropdown and click Make inactive.
  4. Click Yes to confirm.

Check this article for more information: Delete an account on your chart of accounts in QuickBooks Online.

 

See this article for more information on how to manage default and special accounts in your chart of accounts.

 

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. 

C
catknightfinAuthor
March 15, 2021

Thanks!  Not exactly what I was looking for.  I need to delete payment options on the Expense window.  

MichelleBh
MichelleBh
Level 8
March 15, 2021

Thanks for coming back and clarifying your concern, @catknightfin.

 

I'm here to help you delete your payment options in QuickBooks Online (QBO). This way, your lists will reduce and personalize. 

 

You'll make the payment options inactive on the Payment method page. This process is the same as deleting it. QuickBooks does this to keep your client's records in your company. 

 

Here's how: 

 

  1. Go to the Gear icon, then choose All lists. 
  2. Click the Payment method hyperlink. 
  3. Locate the expired cards, then hit the small drop-down arrow. 
  4. Select Make inactive and tap Yes to confirm. 

 

For more details, check out this article: Add or modify the accepted credit card types in QuickBooks.

 

After that, the payment options on your Expense page will disappear. If you want to review them soon, just make them active again. To do this, please refer to the screenshot below for your reference. 

 

 

I've also added some pages about handling your vendor's transactions, reports, and chart of accounts. 

 

 

That's it. Please notify me if you have additional questions in your QBO account. I'm willing to provide answers. 

Need QuickBooks guidance?
Log in to access expert advice and community support instantly.
Terms & ConditionsAccessibility statement