You won't see it in the chart of accounts anymore. The account is made inactive in QuickBooks. Confirm that you want to delete the account.In its Action column, click Down arrow > Delete.Find the account you want to delete in the list.Be sure you understand the effects of fully deleting an account.This includes reauthorizing the bank by completing, printing, signing, and mailing the authorization form. If you disconnect or delete a direct feeds account for a bank in the UK and you want to reconnect it later, you will need to complete all the connection steps again. The account stays in QuickBooks, but transactions won't be downloaded from the bank into QuickBooks anymore. In the Account window, select the Disconnect this account on save checkbox.Select the account you want to change, and then click the Edit (pencil) icon > Edit account info.In the navigation bar, click Transactions > Banking (or Banking > Bank Feeds depending on what you see). If you're not sure whether to delete an account, check with your accounting professional before you delete. For example, if you delete a credit card account but you made payments to that card from your checking account, the payments will stay in the checking account with (deleted) next to the credit card name in the Account field. If transactions in the deleted account appeared in other accounts in QuickBooks, the transactions will remain in those other accounts.Although you can make a deleted account active again, you may need to make corrections to journal entries and balances.If the account has a non-zero balance, QuickBooks will make an adjusting transaction.You won't see it anymore unless you go to your chart of accounts and use the Gear icon to show inactive accounts. The account will be made inactive in QuickBooks.If you notice an error, write down the transaction date as well as the Entered/Last Modified, which will let you know when the change happened. Select the correct Account, then click OK. ![]() ![]() When you delete an account from QuickBooks, there may be unintended consequences, so again, be careful! Select Reconciliation Discrepancy from the menu. If they're older than 90 days, you won't be able to download them into QuickBooks again. Any transactions in your For Review tab will be deleted.You can reconnect the account later, if you want to.It stays active in QuickBooks but you stop QuickBooks from getting your transactions from your bank.Disconnect, remove, or delete a bank or credit card account Disconnect, remove, or delete a bank or credit card account What's the difference between disconnecting and deleting an account?
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |