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W
woatm74@gmail.co
September 27, 2024
Question

account question

  • September 27, 2024
  • 1 reply
  • 0 views

It seems that there is no way to delete an item or account.

1. When an item or account is deactivated, when does it get deleted from storage? (in case of accidental input)
2. I understand that there is a full update option. Are there any attributes that cannot be updated?

1 reply

M
MichaelaS
September 27, 2024

Thanks for posting your queries, woatm74.

 

Yes, you're correct. There's no option to delete an item or account. You can only mark it inactive. These will not be deleted from your storage and will remain part of your records.

 

You can refer to this article for details on what to do before and after an account becomes inactive: Make an account inactive on your chart of accounts.

 

Regarding the second query, yes, some attributes can't be updated, such as historical tax data, previous tax calculations, and locked transactions.

 

May I also ask what you would like to update? Additional information like this will help us address your queries accurately.

 

Also, you can check the different kinds of reports that can help you track each of your accounts. 

 

Let me know if you have other questions about managing the account. I'm always here to help. Stay well.

W
woatm74@gmail.coAuthor
September 29, 2024

1. In a full update, is it acceptable to include only the properties to be updated in the request, or should all properties be included?
2. In a sparse update, is it sufficient to include only the necessary properties in the request?

K
KayePe
September 29, 2024

Welcome to the Community space, woatm74. Please be aware that we are committed to achieving your goal of having an update utilizing QuickBooks Online (QBO). Let's dive into your concern more.

 

Beforehand, to understand your want regarding the full and sparse updates, can you tell us additional details of what you're trying to do and what update you want to conduct?

 

If your update pertains to inventory items, please note that you can directly modify certain information, except the quantity on hand and the item type. For service or non-inventory items, all details can be modified.

 

In the case of updating accounts, you have the flexibility to change the account name, type, and detail type. However, for default accounts, the details and account types cannot be modified. Additionally, for accounts linked to online banking, it is possible to change them to a different type on the balance sheet.

 

However, if you mean something else, don't hesitate to reply below for us to be able to know your concern, and will guide you again on achieving it.

 

Furthermore, to have an additional guide for managing your items and accounts in QBO, you can freely scan the attached references:

 

 

You can come back on this thread for additional informations about your matter. Know that the Community is always open to assist you at any time.

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