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L
lindak1119
Level 7
January 18, 2019
Question

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

  • January 18, 2019
  • 4 replies
  • 29 views
No text available

4 replies

P
Pete_Mc
Level 5
January 18, 2019

 

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.

A
archsteel
February 7, 2020

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.

 

K
Kendra H
February 7, 2020

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!

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