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Sterling2021
July 21, 2021
Question

Re: Can I delete a transaction from a deleted account?

  • July 21, 2021
  • 2 replies
  • 0 views

I am new to quickbooks and accounting in general.  I accidentally had four accounts listed instead of two (duplicate chequing and savings) and I notice that the two I deleted had transactions that belong to the other actual two accounts.  If I follow this instruction, reactivate the deleted accounts and then delete the transactions from them, will I be able to re-categorize those transactions for the proper accounts, or do I have to manually add those transactions back in somehow?  I hope that makes sense...lost!!

      2 replies

      S
      SelenaN
      July 21, 2021

      Hello Sterling,

       

      Welcome to QuickBooks Community. It is essentially to keep chart of accounts organized. When an account is deleted, QuickBooks hides inactive accounts from lists and menus, but keeps past transactions on your reports. If you decide to use the account again, QuickBooks won't move the balance back or change the journal entry.

       

      In this case, we highly recommend reaching out your accountant to make sure the change is correct. You can navigate to the My Accountant tab and invite your accountant using their email address. When they accept the invitation, they will be able to work with you in QuickBooks.

      If you don't have an accountant yet, you can click https://quickbooks.intuit.com/ca/find-an-accountant/ to get in touch with a certified ProAdvisor, who are more than happy to support you on this issue.

       

      If you have more questions related to QuickBooks, don't hesitate to reach out to us.

      J
      JamesM4
      July 21, 2021

      Hello Sterling2021. I'm happy to learn that you're new to QuickBooks. I'd like to welcome you to the family. I'll be glad to steer you in the right direction so you can enjoy the amazing features offered in QuickBooks. The program makes it easy for you to streamline your work using the cutting-edge features offered in QuickBooks. To answer your questions, the program provides the flexibility that allows you to reactivate your bank accounts and recategorize your transactions. This article here does a great job of showing you how to categorize your transactions. In case you decide to manually upload them, this article here shows you how to manually upload your transactions with ease in QuickBooks. 

       

      When you have a minute check out these helpful tutorials which help make the learning curve a shorter experience. 

       

      Feel free to reach out if you have other questions, I'm here to assist. :)

       

       

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