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March 11, 2023
Question

I have duplicate transactions on my profit and loss report. I deleted one of my accounts that connected twice but the transactions are still showing on the report.

  • March 11, 2023
  • 1 reply
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I cannot access the transactions from the deleted account in my bookkeeping tab to fix them. Help

1 reply

Nicole_N
March 12, 2023

I can help you out, @vagabondfitblog

 

In QuickBooks Online, inactive or deleted accounts can appear on your financial reports. It happens if a report pulls data of the transactions posted to the account while it was still active. 

 

You can access the transactions from the deleted account by making it active again. I'll guide you on how.

 

  1. Go to the Gear icon and select Chart of accounts.
  2. Click the small Gear icon at the top of the Chart of Accounts window.
  3. Mark the Include inactive.
  4. Find the account you want to reactivate, then select Make active.

 

After that, the account will now appear in the Chart of Accounts window. You can now merge the unwanted account with another one or move the transactions to another account, then Delete them.

 

Here's how to merge them:

 

  1. Look for the account you just made active. Select the Report dropdown, then choose Edit.
  2. Update the account name. 
  3. Select Save and Close, then Yes when you get the prompt asking if you want to merge the account.

 

If you choose to change the transactions in the account and then delete it, follow the steps below.

 

  1. Look for the account you just made active. In the Action column, select Run report.
  2. The Accounts QuickReport opens. Customize the Account QuickReport to All Dates, then Run report.
  3. Select each transaction, then either delete it or move it to a different account. 

 

Here's how to delete the transaction:

 

  1. At the bottom of the page, click More.
  2. Choose Delete.
  3. Click Yes to confirm the deletion.

 

QuickBooks Online has auto-generated accounts that can't be deleted. For more details, see this link: How to manage default and special accounts in the Chart of Accounts.

 

I'll be here in the Community if you require further assistance managing transactions in your QuickBooks Online. Have a nice day.