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jeffgarner067
Level 1

I have 2 accounts now , i want to take one off and add another , is there a easy way to do that ?

 
1 Comment 1
MorganB
Content Leader

I have 2 accounts now , i want to take one off and add another , is there a easy way to do that ?

Hello, jeffgarner067.

 

Welcome to the Community. I'd be glad to show you how to remove an account and add another.

 

Just to make sure I'm on the same page, are you referring to an account in the Chart of Accounts, or a QuickBooks Online subscription account?

 

To remove an account from the Chart of accounts, just follow these steps:

 

1. Click the Gear icon in the top right corner.

2. Choose the Chart of Accounts.

3. Locate the account and select the black drop-down arrow in the Action column and click Delete.

4. You'll be asked if you're sure. Click Yes to continue.

 

The account will be deleted and then you can add a new one. Here's how:

 

1. Choose the Gear icon in the top right corner.

2. Click Chart of Accounts.

3. Select New in the top right corner.

4. Enter the account details, then click Save and Close.

 

This article provides more information on using the Chart of Accounts: https://quickbooks.intuit.com/community/Reports-and-accounting/Understand-QuickBooks-Chart-of-Accoun....

 

If you need to take off an Online subscription, these steps will walk you through the process:

 

1. Open the company you'd like to remove, and choose the Gear icon.

2. Click Account and Settings.

3. Select the Billing & Subscription tab.

4. The first section shows the subscription status. Click the blue Cancel link.

5. You'll be asked if you'd like to change your plan, call in, or cancel. Click Continue to cancel.

 

I've got an article for you that offers additional details on canceling your account, and what happens to your data afterward. You can check it out here: https://quickbooks.intuit.com/community/Help-Articles/How-to-cancel-your-subscription/m-p/187739.

 

Here's how to add a new QuickBooks Online account:

 

1. Go to https://quickbooks.intuit.com/pricing/.

2. Select the plan you need for your new account, and choose Buy now or Free trial for 30 days.

3. You'll be asked to sign in with your current credentials (this way you can access all subscription under one login).

4. The new account will be created and can be accessed by signing in, then click the Gear icon.

5. Under your name, select Switch Company and find the new company.

 

With this information you'll be able to remove accounts and add new ones. Please let me know if you have any other questions. Take care.

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