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geisel-orange-in
Level 1

Hi, how can I delete a transaction that is linked to an inactive account? How do I activate the account that I deleted?

 
1 Comment 1
LieraMarie_A
QuickBooks Team

Hi, how can I delete a transaction that is linked to an inactive account? How do I activate the account that I deleted?

You're in the right place, @geisel-orange-in. I have all the instructions you'll need to delete a transaction linked to an inactive account.

 

You must first make the account active before deleting a linked transaction. After that, you can make it inactive again if necessary.

 

To make the deleted account active:

  1. Navigate to the Accounting menu and select Chart of Accounts.
  2. Click the Gear icon above the Action column.
  3. Select the Include inactive checkbox.
  4. In the search field, type in "deleted."
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  5. Locate the account to restore in the list and select Make Active in the Action column.

 

To delete the transaction:

  1. Navigate to the Accounting menu and select Chart of Accounts.
  2. Locate the appropriate account for the transaction.
  3. From the Action column, select View  register.
  4. Locate and select the transaction to open it.
  5. Select Delete.

 

To make the restored account inactive again:

  1. Navigate to the Accounting menu and select Chart of Accounts.
  2. Locate the appropriate account for the transaction.
  3. In the Action column, select Make inactive from the drop-down menu.
  4. Select Yes to confirm you want to delete the account.

 

You can also refer to this article for more info: Error: This transaction will cause a deleted account named (name of account) (deleted) to have non-z....

 

Additionally, you can check out this article that contains additional information on how to manage list elements in QuickBooks Online: How to Edit, Delete, and Restore List Elements.

 

Feel free to visit us again should you have any other concerns or questions. I'm always here to help. Have a great day.