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October 2, 2021
Question

How do I delete a new account created when I manually downloaded my transactions and put transactions into established account?

  • October 2, 2021
  • 1 reply
  • 0 views
QBO created new "checking" account instead of putting my transactions in existing account where they belong.

1 reply

October 2, 2021

Let me walk you through the steps on how to delete an account, @davis5.

 

You can delete a new account by making it inactive from the list of your chart of accounts. I'll walk you through the steps on how to accomplish this.

 

  1. Go to Accounting.
  2. Select Chart of Accounts.
  3. Find the new checking account recently created.
  4. Under ACTION, select the View register menu.
  5. Select Make inactive.
  6. Click Yes.

 

I'm adding this article to understand more about your account with transaction history and breaks down how much money you got: About the Chart of Accounts in QuickBooks.

 

It'll always be my pleasure to help if you have any other concerns besides managing your account. Please let me know by clicking the Reply button and leaving a comment below. Have a good one!