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intheory
Level 1

Deleted accounts showing transactions that were not deleted in P&L

I am checking over our P&L report for 2024 to tidy up before tax filings and I have a problem: There are a few erroneous transactions that are showing up in deleted, erroneous accounts. It looks like someone made a goof as part of entering in transactions, accidentally creating duplicate accounts of ones that already existed--I don't know. But see screenshot--the problem is that these transactions are duplicates and have to be zeroed out or deleted, but they're in accounts that were deleted. I don't even know why they're showing up if they're in deleted accounts (I ran the P&L to exclude inactive accounts). How should I get rid of them?

1 Comment 1
jenop2
QuickBooks Team

Deleted accounts showing transactions that were not deleted in P&L

Deleting or making an account inactive does not delete the transactions, intheory. As a result, these transactions continue to be part of your financial records and will still appear in your reports.

 

I'll guide you through the steps of removing duplicate transactions in QuickBooks Online.

 

Keep in mind that transactions linked to an inactive account cannot be edited or deleted. Aside from that, QBO will only exclude an account if its balance is zero when it comes to customizing the report. This explains why these transactions remain visible when running the Profit and Loss report.

 

You can read more details about this in these articles:

 

 

You'll need to temporarily reactivate the account so you can delete the duplicate transactions. Here's how:

 

  1. Go to the Gear or Settings ⚙ icon and select Chart of accounts.
  2. Click the small Gear icon ⚙ next to the Printer icon. Then, choose Include inactive.
  3. Find the account you want to reactivate, then click Make active.

 

include inactive.png

make active.png

 

After that, open each transaction and follow these steps to delete them:

 

  1. Click More at the bottom of the transaction.
  2. Choose Delete.
  3. Select Yes to confirm that you want to delete the transaction.

 

delete.png

 

Don't forget to make the account inactive again after everything is sorted out. Here's an article as a guide: Make an account inactive on your chart of accounts in QuickBooks Online.

 

For future reference, you may want to save these articles about managing accounts in QBO in case you might need them:

 

 

Don't hesitate to visit us again if you have additional questions or require assistance with your bookkeeping processes. We're open and available all the time to provide support and guidance.

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