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May 8, 2024
Question

How do I delete an account that shows on my dashboard ?

  • May 8, 2024
  • 1 reply
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I have somehow created two bank accounts on my dashboard. Please can you let me know how I delete them ?

1 reply

May 8, 2024

Hello and welcome to the Community, -homestartsouthp

 

You can manage the accounts in QuickBooks Online through your chart of accounts (Take me there). The chart of accounts is a list of all the accounts that QuickBooks uses to track your financial information.

 

Simply make inactive any duplicate accounts or accounts that you no longer want to use. QuickBooks makes accounts inactive instead of deleting them, so you have access to past transaction data for reporting purposes. Note: If the account is connected to online banking, disconnect the account instead.

 

When you're ready to make an account inactive:

1. Go to Settings ⚙ and select Chart of accounts.
2. Find the account you want to delete.
3. Select the Action ▼ dropdown and select Make inactive.

 

If you would like, you can learn more about the chart of accounts in QuickBooks Online. If you need any other support, please don't hesitate to reach back out.