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February 5, 2021
Question

I need to completely delete some bank accounts, not just make inactive. The accounts were brought in when I converted from Desktop, filled with duplicates.

  • February 5, 2021
  • 1 reply
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They are reporting into my P

1 reply

Angelyn_T
February 5, 2021

Hi there, @rick90.

 

You can customize to your reports to eliminate your deleted accounts. I'm here to share with you the instructions.

 

With QuickBooks Online, you need to make an account inactive to delete it from QuickBooks. Once you run your reports, yes, you'll still see the deleted account with their transactions. QuickBooks includes them to keep everything accurate. However, you can customize some of your reports to hide inactive accounts, here's how:

 

  1. From the report's page, go to the Customize button.
  2. Click on Filter, then Distribution account.
  3. Exclude the deleted accounts.

For more tips about running and customizing reports, you can open this article: Customize reports in QuickBooks Online.

 

Moreover, you can also delete all transactions link to the deleted accounts to take them out from your records/reports.

 

Here's how:

 

  1. From the Chart of Accounts page, click on the small gear icon.
  2. Check the Include inactive box.
  3. Click on Make active under Action.
  4. Select View register.
  5. Tap on each transaction then hit Delete.

Once every transaction is eliminated, I recommend making the account inactive again. You can use this article as your guide: Delete an account on your chart of accounts in QuickBooks Online.

 

If you have any other questions about how deleted accounts work with QuickBooks reports, please let me know by adding a comment below. I'm always here to help. Have a good one!