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April 24, 2021
Question

I need to remove a checking account but it is not giving me the option. How would I go about doing this.

  • April 24, 2021
  • 1 reply
  • 0 views
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1 reply

Moderator
April 24, 2021

Good day, @dconjurevoodoo-g.

 

Are you trying to remove the checking account from the Banking page or Chart of Accounts? If so, you can make it inactive to hide it from these lists. 

 

Let me show you how:

 

  1. Go to Settings ⚙ and select Chart of accounts.
  2. Find the account you want to remove.
  3. Select the Action ▼ drop-down list and click Make inactive.

Please take note that once you run reports, you’ll still see inactive accounts and their transactions. QuickBooks includes them to keep everything accurate. However, you can customize some reports to hide them. 

 

Let me know how else I can help you with QuickBooks by adding a comment below. I'm more than happy to lend a helping hand. Keep safe!

Moderator
April 27, 2021

Hi Customer, @dconjurevoodoo-g.

Hope you’re doing great. I wanted to see how everything is going about removing a checking account issue you had the other day. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!