Hello there, @finances.
I appreciate you following the steps above. Allow me to provide some information about inactive an old account in QBO.
You'll have the option to make your account inactive. However, let's make sure that you don't use that bank account for some of your transactions.
Here's how, to inactive an account:
- Go to the Accounting menu at the left pane to get to the Chart of Accounts page.
- Locate the expense account.
- Click the drop-down option beside the Run report under the Action column.
- Choose to Make inactive.
For further guidance, refer to this article: Delete an account on your chart of accounts in QuickBooks Online.
Also, consider checking out this article that tackles what account that can and can't be deleted or deactivated: Manage default and special accounts in your chart of accounts.
In case you need further assistance with this process, feel free to get in touch with our Customer Care Team.
Stay in touch if there's anything that I can help you with by leaving a comment below. Have a wonderful day!
