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wickscurry
Level 1

How do I delete classes and accounts I am no longer using?

 
4 Comments 4
Pete_Mc
Community Champion

How do I delete classes and accounts I am no longer using?

 

From your Dashboard click on the Gear Icon in the upper right, then choose Chart of Accounts

 

Find the account you want to Delete (it's actually made "Inactive" and just hidden), then in the Action Column on the right click on the little arrow for the Drop Down Menu.  Click on Delete and then Confirm.

 

Same basically for Classes.  Click on the Gear and pick All Lists then Classes.  Use the same Drop Down Menu to Delete (make Inactive) the Class you want to get rid of.

archsteel
Level 1

How do I delete classes and accounts I am no longer using?

What do you do if the class is used in transaction or list?  I have run out of classes and need to clear up some room to make new classes.


@Pete_Mc wrote:

 

From your Dashboard click on the Gear Icon in the upper right, then choose Chart of Accounts

 

Find the account you want to Delete (it's actually made "Inactive" and just hidden), then in the Action Column on the right click on the little arrow for the Drop Down Menu.  Click on Delete and then Confirm.

 

Same basically for Classes.  Click on the Gear and pick All Lists then Classes.  Use the same Drop Down Menu to Delete (make Inactive) the Class you want to get rid of.


 

Kendra H
QuickBooks Team

How do I delete classes and accounts I am no longer using?

Good afternoon, @archsteel.

 

Thank you for the feedback about deleting classes from your QuickBooks Online account.

 

Let me provide some clarification on deleting classes used in transactions.

 

In QuickBooks Online, you can't delete a class, but you can make it inactive. However, it will still show on your reports as long as there are transactions associated with it.

 

it will show on your reports when you add the class column. It won't remove the assigned class from the transaction it was associated with.

 

Here's how to inactivate a class by going to your class list. Here's how:

  1. Select the Gear icon in the left corner.
  2. Choose Classes.
  3. Under the Action column, go to Make inactive.
  4. Click on Yes on the pop-up.

Here is an article for some additional information about reactivating classes in QuickBooks Online: Create and manage your class list

 

Please let me know if the steps above do the trick. Happy Friday!

Pete_Mc
Community Champion

How do I delete classes and accounts I am no longer using?

Sounds like you ran into the *really* rediculous Class Limit that is in the lower versions of QBO. 

 

Options are:

  • Spend a lot more money and up your subscription to the next level of QBO which will give you a higher Class Limit.   (Not so great.)
  • Figure out if you can merge some Classes Names and then manually move ALL the records you can move off of one Class and then add it to the Class you're now using as the merged one.   (Not so great.
  • Switch to QB Desktop - which is what I use and have no intention of changing.  (Not so great short term because of making the transition, but maybe the best option for the long term.)

I'm lucky that I only use Classes in one of my businesses and I only have two Classes, one for each location.  So Rent, Repairs, etc., etc. all go into the same Acct or Sub-Acct, but then get the Class for one or the other locations. 

 

But I have clients that need a lot more Classes and I've heard stories when Intuit pulled all the Classes out of the lower Subscription of QBO of people that actually needed a large number.

 

Good luck.

 

 

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