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HOW CAN i MAKE CERTAIN ACCOUNTS IN THE CHART OF ACCOUNTS INACTIVE?

 
3 Comments
QuickBooks Team

Re: HOW CAN i MAKE CERTAIN ACCOUNTS IN THE CHART OF ACCOUNTS INACTIVE?

Hi @paulstewart1940,

 

Thanks for joining the Community. I can guide you through making certain accounts in the Chart of Accounts inactive. 

 

Users can delete accounts in QuickBooks Online that they're no longer using. When an account has been deleted, it will appear as inactive in the Chart of Accounts. The deletion of an account will not erase the transactions contained in there, so reports won't change. Here's how to delete an account:

 

  1. Click the Gear icon.
  2. Select Chart of Accounts.
  3. Locate the account that you'd like to delete. 
  4. Select the drop-down in the Action column and press Delete.
  5. Click Yes when asked if you want to delete.

 

I've included a video to serve as a visual guide:

 

 

You can restore a deleted account at any time. Additionally, if the account has a non-zero balance then an adjusting transaction will be made. For additional information about this and deleting accounts, I recommend the following article: How to Delete an Account and Restore It.

 

With these steps and article, you'll be able to make an account inactive in just a few clicks. 

 

The Community has your back and is happy to assist anytime. Wishing you well. 
 

Experienced Member

Re: HOW CAN i MAKE CERTAIN ACCOUNTS IN THE CHART OF ACCOUNTS INACTIVE?

Even though the QB balance is listed as $0, when I try to make an account inactive, I get the following error message:  This account cannot be inactivated because there are transactions in it that have a non-zero balance.  

 

What does this mean, and how do I fix so I can make it inactive?

 

 

Moderator

Re: HOW CAN i MAKE CERTAIN ACCOUNTS IN THE CHART OF ACCOUNTS INACTIVE?

Thanks for joining this conversation, KFreyGTCC.

 

Allow me to share some insights on making an account inactive.

 

QuickBooks won't let us inactivate an account with zero balance but has multiple transactions in it. Delete the transactions first. Here's how:

  1. Choose Accounting on the left pane, then select Chart of Accounts at the top.
  2. Locate the account you want to inactivate and click View Register.
  3. Select a transaction.
  4. Click More and choose Delete.
  5. Choose Yes to confirm.

Once done, you should be able to make it inactive. Here's how:

  1. Choose Accounting on the left pane, then select Chart of Accounts at the top.
  2. Locate the account you want to inactivate and choose Make inactive under the Action column.

image.png

 

Here's an article for future reference: How to delete an account or restore a deleted account.

 

That should get you on the right track. I'd like to make sure that you're able to resolve this concern, so please let me know how that works. Best regards.