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We don't want this account any more but we don't want to lose the data in our previous years' accounts.
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No, deleting an account does not make it disappear, it just is hidden on the listing
the small gear icon at the top right of the listing has an option to show inactive/deleted accounts
same concept is true for products and services
No, deleting an account does not make it disappear, it just is hidden on the listing
the small gear icon at the top right of the listing has an option to show inactive/deleted accounts
same concept is true for products and services
Where does the old data show up? If I were to run a report from a prior year(s) would I still see it there? If not, wouldn't the report be inaccurate?
Thanks for joining the thread, @kenk.
I can provide additional information about how to run a report of a deleted account.
Rustler is correct. A deleted account will automatically be named with this format "Bank name (deleted)" and you can still view your transactions. Here's how you can run report to view them under a specific account:
After that, look for the deleted account. Under the Action column, click the drop-down arrow and choose Run report.
Once you have the view of the report, you can customize the date to the desired date range. Any other reports in QuickBooks will also show all the transaction under the deleted account.
That should allow you to get the information you need. Keep me posted if you have additional questions. I'm always here for you.
curious - do deleted accounts count towards my QB account limit?
Thanks for joining the discussion, @jeffd. I can provide clarification on deleted accounts.
An account that has been deleted will not count towards the Chart of Account usage limit. Should you have accounts that you're no longer using, they can be made inactive to free up some space and help clean up the books. For additional insight into this process and usage limits, please see the following articles:
As always, I'm here if you should have any questions. Have a nice one.
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