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:
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.
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?
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:
Once done, you should be able to make it inactive. Here's how:
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.
Hi there, @B-MUSIC-school.
When you delete a transaction, it will completely erase it from your books. It won’t show anymore in your reports or your accounts. Once it’s already deleted, you can’t recover the transaction, and you can only recover the details in your Audit Log.
I also suggest consulting your accountant for further accuracy of your books, and any accounting helps.
You can check this link for more insights into deleting transactions in QuickBooks (https://quickbooks.intuit.com/learn-support/en-us/customer-topics/void-or-delete-transactions-in-qui...).
Thanks for posting. If you have any other concerns, feel free to reply to the tread. Have a good one.
I know that. Hence the answer from Precious B above- makes no sense.
I can not make a specific account inactive, because even though the register shows 0
if you try to make it inactive you get the response:
This account cannot be inactivated because there are transactions in it that have a non-zero balance.
so..... that sucks. The account in question, in the desktop version, WAS inactive. WHen I did the conversion yesterday, it is now showing up in the CoA...
I know how important it is for you to make some of these accounts inactive, B-Music-school.
The error will only occur if the account has a transaction that is linked to an inactive account. Deleting transactions is not necessary, unless you've already consulted your accountant for an advise about this. You can view this article for more information: Error - This transaction will cause a deleted account named (name of account) (deleted) to have non-....
Before we can delete the account that has the error, we'll want to review the transactions. This is to determine what account has been made inactive that causes the error.
Once you've got the inactive accounts, we'll want to activate them temporarily.
After that, make sure the transactions will not be associated to account. You can update or delete it if necessary.
Again, I'd recommend reaching out to your accountant to determine what to do with the associated transactions.
You can continue making the accounts inactive once you've taken cared of the transactions.
Related articles and steps in deleting an account are already on this thread. You can back-read the responses if you need more help with this.
We'll get back to you and provide additional steps depending on the results.
Again, I do not want to delete any transaction....
I want to make an account INACTIVE ( again, since this conversion QBO just put inactive accounts in my CoA) - I have been working with desktop versions for 30 years....
So - I have to "Activate " all the inactive accounts, and then ?
The real question is why did QBO not just use the active CoA during the conversion?
Hey there, @B-MUSIC-school. Thanks for providing an update.
During a conversion from QuickBooks Desktop to QuickBooks Online, it will bring over all accounts, regardless of status (if there are transactions associated with them).
That being said, if you make a register with transactions inactive, QuickBooks will create an adjustment entry to zero out that register’s balance. This adjustment might not look good on your reports. Be sure to talk to your accountant first. If you need an accountant, we'll help you find one near you.
Some types of accounts can't be made inactive. I've included those below for your reference. Please check that the account you're trying to inactivate isn't one of those listed below;
Please let me know if there's anything else I can do to be of assistance.
I am having the same issue as B-MUSIC-school. I cannot delete any A/R accounts, even though they all have $0 balance. They each have 2-10 transactions in them from almost 20 years ago. However, none of the transactions are linked to inactive accounts. They are also not any of the 3 types of accounts you mention (Accounts used by a product or service, Income accounts that have un-invoiced charges, or Accounts that QuickBooks needs). They are plain and simple A/R accounts. And I get this error message: "This account cannot be inactivated because there are transactions in it that have a non-zero balance."
Is the ONLY solution to go through and delete all of the transactions within the accounts? That seems insane and bad practice. Why are A/R accounts seemingly impossible to delete?
I appreciate you for bumping up this thread, jshand.
The A/R accounts cannot be deleted because of the transactions associated with it. We don't have to do so because it will mess up your balances.
What we can do is to merge the A/R accounts to the default one. I'll guide you on where you can do it. Here's how:
You may need the sample screenshot below:
To know more about managing the default and special accounts, you can go to this link: Manage Account in QuickBooks Online.
Just virtually tap me on the shoulder if you need further assistance. I'll get back to you as soon as I can.
Thanks for getting back to us with a screenshot, jshand.
It looks like all applicable troubleshooting steps have been shared as I read through the entire thread.
In this case, we would need to take a closer look at this to determine why you're unable to delete the other A/R account. Our phone agents will be able to investigate and help you further with this.
Here's how to reach out to them:
Please reach out to us again if you have other questions why managing your Chart of Accounts. We're here to look for the answers and help you again.
I have the same issue as above, 25 years of QB desktop. Sent 9 hours on telephone support over 2 days, speaking to 8 different people. They don’t know what to do either and just cut you off when they get stuck.
the last guy deleted a 20 year old account the mysterious came across with a £22,000 balance in it, after deleteing none of my other account balanced. He relalised what he had done and hung up immediately
next person said we could see what has been done in the audit log but couldn’t recover so purge everything and start again from scratch.
dont know what to do, I have run payrolls and invoiced clients already
Thank you for posting here in the Community, @Should have bought Sage.
I don't want you to go through all of this problem when converting from QuickBooks Desktop. However, this type of concern requires us to check your account, and it can't be done in this public forum.
Since you already contacted our QuickBooks Support Team, I suggest you continue working with them to get back on track. Here's how:
Please also note that you can only move a company file within 60 days after signing up. It's still possible to bring over the company from Desktop together with the old accounts if you did not exceed the specified time frame.
I've also included the necessary articles you can visit in case you need more ideas about the importing process:
Please know that the Community has your back if you need assistance. Feel free to post a question, get answers, share tips, ideas, and more. Wishing you and your business continued success.
Same issue here. I've spent countless hours over the years, increasing recently with the move to QB Online, trying to get sensible support. It rarely happens. What you will find -- if you've been at this for over two decades you probably already know -- is a consistently polite response from the QB support people here, followed by information that is at best no use, and at worst nothing at all to do with what you need to know. But you can be sure that they are glad you joined the thread, and that they have your back, etc.
As for SAGE: well, to be fair, I *started* with SAGE (Instant Accounting) back in the day, and it sucked *so bad* that QuickBooks was a delight to move to. But that was 20 years ago. Perhaps SAGE has improved since then, but for sure QB has fallen off a cliff. These days, I list QB and QB Online in particular as in my top five Worst Programs Ever. I'm in software test and I used to keep a log of the bugs and annoyances that I stubbed my toe on, sometimes daily. But there were so many, and Intuit seem so uninterested, I gave up maintaining that. I'm now just waiting for the right time to jump to something like Netsuite.
Sorry, I can't offer any help but just wanted to let you know that you're not alone!