We have 2 checking accounts and are doing away with the older one as soon as we make sure everything has cleared.
in the meantime, my boss does the payroll and sometimes uses the wrong acct. I guess there is a drop down that is used and this is where he makes the mistake.
the payroll for some reason goes into both checking accounts. It actually only comes out of the new account so I just do I JE to adjust the older account for reconciling. There is a small balance in it at this time.
is there a way to deactivate or delete this old acct so that it doesn’t show up as an option when doing payroll?
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What comes to mind is to make the account inactive, for that go to the Accounting -> Chart of Accounts in the left menu, there in front of the Bank Account name you will have the option to make it inactive in the drop down.
Hope that helps.
Re: Inactivate bank account
Hello there, @Ladyaruba.
Thank you for reaching back to us and for sharing more details about what you need. I'm happy to help share additional information about inactivating bank account in QuickBooks Online.
Yes, you'll no longer see the archived bank account as a choice when you create your paychecks or tax payments. Additionally, to assign the correct bank automatically for payroll, you can double-check your preferences.
- At the top right, select the Gear icon.
- Select Payroll Settings.
- Under Preferences, click Accounting.
- In the Bank Account section, click the drop-down and select the correct bank.
- Click OK.
For more details, I've attached some articles for additional reference:
- How to delete an account or restore a deleted account
- Payroll accounting preferences
- Set up Payroll account preferences
These resources should help to get you back on track. I'm just a post away if you have any other questions about inactivating account or while working with your payroll. I'll be happy to help you out. Wishing you and your business continued success.
Yes, I believe inactivation will do what needed and the account will no longer appear. Another cool feature of it, is that you will be able to make it active again just in case you need it in the future.