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Anonymous
Dec 23, 2018 4:05 PM UTC
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How do I make a closed bank account inactive in QBO but keep the transactions and have them show up on reports, etc?

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    Answer
    Dec 25, 2018 7:04 PM UTC

    Good day, @Budsmom.

     

    I'm here to help inactivate a closed bank account in QBO.

     

    Here's how: 

    1. Go to the Gear Icon and select Chart of Accounts.
    2. Locate the account you want to delete.
    3. Click the drop-down arrow beside View register in the Action column.
    4. Select Delete then click Yes to confirm the action.

    Deleting the account will not remove the transactions. If you want to remove the transactions associated with this account, you can check out this article for the detailed steps: Delete Bank Register.

     

    As always, you can contact us if you need assistance in going through with the steps.

     

    That'll do it. If you have other questions about your accounts in QuickBooks, please don't hesitate to visit the Community again. I'm here to help. 

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    9 replies

    john-pero
    john-pero
    Dec 23, 2018 4:20 PM UTC

    simply inactivate it. That has no effect on historical transactions. On reports you might have to ensure ALL is selected but usually that is the default.

    Budsmom
    Dec 25, 2018 6:10 PM UTC

    How do I inactivate a closed bank account in the current version of QuickBooks online?

     

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