Skip to main content
July 5, 2022
Question

How do i delete an unused bank account from quickbooks online

  • July 5, 2022
  • 1 reply
  • 0 views
I have mistaken "bank accounts" listed that have no purpose; one isn't even a bank (qb name is "lawyer"). I cannot figure out how to permanently delete them

1 reply

July 5, 2022

Hi drfdyck,

 

It's a pleasure to see you in Community.  Welcome!  QuickBooks Online has the flexibility you need to keep your chart of accounts organized.  I'd be happy to assist!

 

You can make an account inactive by following these steps;

 

1. Go to Settings ⚙ and select Chart of accounts

2. Locate the Account you want to delete

3. Use the ▼ dropdown menu in the Action column and select Make inactive

If you need to hide several accounts, you can do it in one go:

  1. Find and select all accounts you want to hide
  2. Select Batch actions ▼ and then Make inactive.

Note; You’ll still see inactive accounts and their transactions when you run reports. QuickBooks includes them to keep everything accurate. You can customize some reports to hide inactive accounts, but this may affect accuracy.

 

If you want to see your inactive accounts in your chart of accounts:

  1. Select Settings ⚙ and then Chart of accounts
  2. Next to the printer icon, click Settings ⚙
  3. Select the Include inactive checkbox.

Please feel free to reach back out if other questions come to mind.  We'd love to help!