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William Lavasque
November 20, 2018
Solved

Can't inactivate accounts because of recurring templates or scheduled liabilities

  • November 20, 2018
  • 5 replies
  • 0 views

Whenever I try to delete (mark inactive) an account I get this message "This account cannot be deleted because it is used by a recurring template or scheduled liability payment." I am using simple start and have no intention of upgrading. I don't need recurring templates or payroll. The data was converted from a desktop version of Quickbooks. How would I go about deleting the information that is preventing me marking these account inactive? 

    Best answer by

    Thanks for the clarification, @William Lavasque.

     

    Yes you're right, you can't proceed on deleting a recurring template since this feature is not included in the Simple Start Version. Let me help figure out what you'll need to do to delete this recurring template.

     

    If you converted your data from QB Desktop within or less than 60 days, then you can still delete the recurring template in QuickBooks Desktop. Once deleted, you can export that data back to QuickBooks Online to replace the previous one. However, if it is already more than 60 days, I'd suggest contacting our phone support so they can help delete this template using one of their tools.

     

    That should do it. Once this template is deleted, I'm positive you can go ahead and mark your account as inactive in QuickBooks Online.

    Feel free to reach out again if you have other questions about deleting your accounts in QBO. I'm just here if you need help.

    5 replies

    HoneyLynn_G
    HoneyLynn_G
    November 20, 2018

    Hi there, @William Lavasque.

     

    I can help you successfully inactive the account in QuickBooks Online. You will have to go through your list of recurring transactions and scheduled liability payment to delete them and/or update the associated account.

     

    Here's how to delete recurring transactions:

    1. Click the Gear icon.
    2. Under Lists, choose Recurring Transactions.
    3. Highlight the template you would like to use.
    4. In the Action drop-down arrow, choose Delete (see screenshot).
    5. Click Yes.

    Here's how to update the bank account associated for payroll accounting preferences:

    1. Click the Gear icon.
    2. Choose Payroll Settings.
    3. For the Setup header, choose Preferences.
    4. Select Accounting Preferences.
    5. Update the Bank account (see screenshot).

    After that, you can already delete (inactive) the bank.

     

    That's it. Feel free to visit the Community site if you have questions about working in QBO. We're always here to help.

      W
      William LavasqueAuthor
      November 21, 2018

      But I can't get to these steps, because I'm using the the simple start version. When I click recurring transaction it takes me to a page telling me to upgrade to Essentials or Plus. I don't need the Essentials or Plus version. 

      A
      Anonymous
      Answer
      November 21, 2018

      Thanks for the clarification, @William Lavasque.

       

      Yes you're right, you can't proceed on deleting a recurring template since this feature is not included in the Simple Start Version. Let me help figure out what you'll need to do to delete this recurring template.

       

      If you converted your data from QB Desktop within or less than 60 days, then you can still delete the recurring template in QuickBooks Desktop. Once deleted, you can export that data back to QuickBooks Online to replace the previous one. However, if it is already more than 60 days, I'd suggest contacting our phone support so they can help delete this template using one of their tools.

       

      That should do it. Once this template is deleted, I'm positive you can go ahead and mark your account as inactive in QuickBooks Online.

      Feel free to reach out again if you have other questions about deleting your accounts in QBO. I'm just here if you need help.

      B
      brotherjug
      November 28, 2018

      i have no scheduled transactions and it still won't let me remove an old bank account.

       

      bugs everywhere.

       

      J
      JanyRoseB
      November 28, 2018

      Hi there, brotherjug.

       

      I'm here to help and provide some insights about removing an old bank account in QuickBooks Online (QBO). 

       

      Deleting a bank account is a known issue in QBO, our engineers are currently investigating and working on an immediate fix. I suggest reaching out to our Customer Care Team to add your account to the list of affected users. This way, you’ll be notified of any updates on the progress of the investigation via email.

       

      You can get our contact support through this link: Get help with QuickBooks Online. 

       

      For future reference, you may also check this article on how to delete an account and restore it.

       

      We appreciate your patience as we work through this. If there's anything else I can do for you, please let me know. I'll be around to help you out. 

      B
      brotherjug
      December 17, 2018

      I can not use your software anymore. It is full of too many bugs.

      It's unreal to me that you released this software without testing it properly.

       

      This issue is causing a major issue for me as my accountant needs personal bank accounts removed from my quickbooks, yet your software won't allow this.

       

       

        B
        brotherjug
        December 22, 2018

        Why does it say "solved" I am still getting the error.

        Kristine Mae
        Kristine Mae
        December 24, 2018

        Good day, brotherjug.

         

        As what my colleague stated, this is a known issue and is currently under investigation. Our product engineers are still looking for a permanent fix so you can delete the bank account already.

         

        For now, I suggest getting in touch with our QuickBook Online Customer Care so you'll be added to the list of affected users.

         

        Here's how to contact us:

        1. Navigate to: https://help.quickbooks.intuit.com/en_US/contact.
        2. Choose QuickBooks Online.
        3. On the Contact Us page, click Solving issues & error messages, then choose Banking.
        4. Click the Get Phone Number button. 

        As always, you can post anytime if you have other concerns. Happy holidays! 

        B
        brotherjug
        February 7, 2019

        How many months is it going to take for you to fix this?

        There are over 5000 recurring transactions (unscheduled) that need to be removed in order for an old bank account to be deleted. Your support personnel is telling me that I have to delete them manually. Are you kidding me?

         

        I am convinced that you are not putting any resources into this issue and I would appreciate it if you would stop telling me that it's under investigation.

         

        R
        Rasa-LilaM
        April 11, 2019

        Hello again, @COR115.


        Allow me to step in for a moment and provide additional information about deleting recurring templates by batch.


        In regard to purging transactions, you should be able to do this task if the desktop data is still within the 60 days period. Just a warning though, this will delete any data that has already been entered into the company.


        I can see a lot of customers have the same need for the batch delete feature for recurring transactions. Rest assured, we’re looking into this, and we take every opportunity to improve the application.


        In the meantime, you can stay up to date on upcoming feature releases and product updates by visiting the QuickBooks Blog.


        Reach out to me if you have any other questions or concerns. Please know I’m always ready to answer them.

         

        M
        mikey007
        October 21, 2019

        Has this issue been fixed?  I just converted from Quicken for all my finances to QB for my small business.   EVERYTHING came into QB.  It seems this is not uncommon for quicken transfers!

        For what I could get rid of, I did the following:

        1. Went to Chart of Accounts
        2. Clicked Action View Register for the personal account
        3. Clicked Make inactive
        4. It either worked (for some) or I got this error:

        This account cannot be deleted because it is used by a recurring template or scheduled liability payment.

        So, I followed another instruction in this string.

        1. Click on the “Gear” Icon
        2. Select Recurring Transactions
        3. Chose “Scheduled” and the Template Type
        At this point the instructions give a couple more steps (chose a transaction type, click edit and delete)

        But, when I do the above, the Recurring Transaction screen tells me I have no recurring transactions

        So I’m stuck and now have years of personal transactions I don't want in QB that I cant get rid of in QB. Has this been resolved?  Can you assist?

        Angelyn_T
        Angelyn_T
        October 21, 2019

        Hi there, @mikey007.

         

        If you don't have any recurring transactions on the Recurring Transactions page you should be able to delete or inactivate your accounts under the Chart of Accounts. Since you're still receiving an error message about not being able to delete the account since it's used by a recurring template or scheduled liability payment, ensure to select All for the Template Type, Transaction Type, and Department to verify the list of your recurring transactions.

         

        If you're able to view your recurring transactions after the necessary customization, you have to find the template to be able to delete the account.

        If you don't have any recurring transactions from there, I recommend getting in touch with our Support Team to check and investigate this further. For the support's contact information, you can check it here: Contact the QuickBooks Online Customer Support team.

         

        To learn more about recurring templates, you can read this article: Create templates for recurring transactions.

         

        You can also check this article for additional reference about making accounts inactive in QBO: Remove accounts you no longer use.

         

        In case you have any other QuickBooks concerns in the future, you can also read this article: Help articles for QuickBooks Online.

         

        Keep posted if you have any other questions. I'll be right here to help!

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