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arkvalleyinfo
October 16, 2018
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If I delete an account from the chart of accounts, will it be deleted from the history along with its data?

  • October 16, 2018
  • 1 reply
  • 0 views

We don't want this account any more but we don't want to lose the data in our previous years' accounts.

Best answer by Rustler

No, deleting an account does not make it disappear, it just is hidden on the listing

the small gear icon at the top right of the listing has an option to show inactive/deleted accounts

same concept is true for products and services

1 reply

Rustler
RustlerAnswer
October 16, 2018

No, deleting an account does not make it disappear, it just is hidden on the listing

the small gear icon at the top right of the listing has an option to show inactive/deleted accounts

same concept is true for products and services

    K
    kenk
    November 30, 2018

    Where does the old data show up? If I were to run a report from a prior year(s) would I still see it there? If not, wouldn't the report be inaccurate?

    HoneyLynn_G
    HoneyLynn_G
    November 30, 2018

    Thanks for joining the thread, @kenk.

     

    I can provide additional information about how to run a report of a deleted account.

     

    Rustler is correct. A deleted account will automatically be named with this format "Bank name (deleted)" and you can still view your transactions. Here's how you can run report to view them under a specific account:

    1. Click Accounting. 
    2. Click the Gear icon above the Action column.
    3. Put a check mark to the Include Inactive box.

    After that, look for the deleted account. Under the Action column, click the drop-down arrow and choose Run report.

     

     

    Once you have the view of the report, you can customize the date to the desired date range. Any other reports in QuickBooks will also show all the transaction under the deleted account.

     

    That should allow you to get the information you need. Keep me posted if you have additional questions. I'm always here for you.

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