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January 10, 2023
Question

How do i Delete or edit a category used for expenses section? cannot find it anywhere on help

  • January 10, 2023
  • 1 reply
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Advertising, bank charges etc. I can see them and can add+ new ones, how do i remove / delete ones i have created ad created some wrong.

1 reply

January 10, 2023

Hello there, @carlcaulfiled.

 

Categories that we see when creating an expense can be found in the Chart of Accounts. If you accidentally created one or don't intend to use it any longer, QuickBooks Online (QBO) allows you to edit or make it inactive rather than deleting it. This is for us to still have access to past transactions if there are any, for reporting purposes.

 

Note that we need to consider a lot of things before making an account inactive. See this article for more information: What to know before making an account inactive.

 

When you're ready to edit or make an account inactive:

 

  1. Go to the Gear icon.
  2. Then select Chart of Accounts under Your Company.
  3. Find the account. 
  4. Click on the dropdown button beside the View register.
  5. Select Edit or Make inactive.
  6. When ready, click on the prompt message to confirm the action. Select Yes in making it inactive and Save if you just want to edit the account. 

 

If you want to inactivate several accounts, you can do it in one go by hitting the box beside the accounts and then clicking on Batch Actions then Make inactive.

 

Additionally, since you can still see inactive accounts when running reports, here is a guide to help you customise your reports so they don't include them: Customise reports in QuickBooks Online. 

 

Know that if you have any more inquiries about managing your Chart of Accounts, you can always come back here. It's always a pleasure for me to lend a hand. Take care and have a great day!