How to Delete Chart of Accounts in QuickBooks Desktop?

by James Antonio

One of the primary things to be kept in mind while using QuickBooks Desktop is that the chart of accounts must be kept in a very organized manner. If there are unnecessary accounts that you need no longer, you can easily Delete Chart of Accounts in QuickBooks Desktop.

Delete Chart of Accounts in QuickBooks Desktop

When you plan to delete an account or make it inactive on QuickBooks Desktop, the same would be hidden from menus and lists. However, it still retains past transactions and is shown in the reports.

This guide will help you with explanatory steps on how to Delete a particular Chart of Accounts in QuickBooks Desktop.

What is Deleting of Chart of Accounts in QuickBooks Desktop?

At times, there must be some dormant accounts piling up on your QuickBooks Desktop, and affecting the reports and transactions associated or not associated with them. Thus, you need to take a call on sorting out your QuickBooks Account.

To do that, you need to do delete some accounts. If you are going to delete an account that has never been used, it can be done easily. While, if you are aiming at accounts that you have been using for a while encompasses a bit of work.

This is because the accounts are internally connected and stay dependent on one another and removing either of them makes it an imbalance.

The following section will help you further in understanding how to a Delete Chart of Accounts in QuickBooks Desktop.

How to Delete a Particular Chart of Accounts in QuickBooks Desktop?

To go ahead with deletion of Chart of Accounts in QuickBooks Desktop, the following steps must be adhered to carefully:

Step 1: Visit Lists which you would find from the top menu.

Step 2: Choose Chart of Accounts.

Step 3: Make a right-click on the account which you wish to delete.

Step 4: Tap on Delete Account.

Step 5: Click OK to complete the process.

Now that you have known how to Delete Chart of Accounts in QuickBooks Desktop, it becomes very crucial for you to record few things that you must be keeping in mind before proceeding ahead.

The next section will guide you through a few of the basic points that you must keep in mind before initiating deletion of chart of accounts in QuickBooks Desktop.

What are the things I should keep in mind while Deleting a particular Chart of Accounts in QuickBooks Desktop?

Mapping the steps involved in the deletion of a chart of accounts in QuickBooks Desktop, now you must take charge of a few of the very essential points to keep in mind while executing the procedure.

  • Deleting chart of accounts in QuickBooks, will not end up erasing your transactions.
  • Deletion of chart of accounts in QuickBooks will have no modification on reports.
  • If any day you wish to restore the deleted chart of accounts, you can do it.
  • COA page can be ideally filtered to include inactive or deleted accounts.
  • Accounts like sales tax and many such as others are not permitted for deletion in QuickBooks and hence you cannot delete the same.

Thus, fairly you must have gotten the steps clear and have absorbed each detail on how to Delete Chart of Accounts in QuickBooks Desktop.

If you still have pertinent issues regarding the deletion of the chart of accounts in QuickBooks Desktop, give a quick connect with the experts who can assist you effortlessly.


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Can I include Deleted or Inactive Accounts later?

Yes. With a very simple process, you can restore your inactive and deleted accounts in QuickBooks Desktop. By filtering the COA page, you will be able to once again include your inactive and deleted accounts.

The steps you must follow are:

Choose Accounting.
Tap on the gear icon, located above the Action column.
Tick the “Include inactive” box.
Locate for the deleted account via the search bar.

Can I Delete a Particular Chart of Accounts on QuickBooks Online too?

Yes. You can delete Chart of Accounts on QuickBooks Online and for which the steps mentioned below must adhere carefully:

Tap on the gear icon.
Choose COA under the Company section.
Locate for the account which you wish to delete.
From the Action column, tap on the drop-down and click Delete.
Select Yes to confirm your choice.

Which Accounts I cannot Delete in QuickBooks Desktop?

Few accounts in QuickBooks Desktop are treated as default accounts and you cannot choose to delete them.

A few of such default accounts in QuickBooks, that you cannot delete are:

Sales Tax.
Undeposited Funds Account.

How to make an Account Active in QuickBooks again?

In this scenario, it is important to provide the process that is required to use a particular inactive account again. Just follow these steps:

Step 1: First choose the Setting option and then choose the option given on the Chart of Accounts.
Step 2: Then choose on the Gear icon that is situated on top of the Action column.
Step 3: Next is select the Include Inactive option.
Step 4: Now you are required to locate the account that you wish to use again.
Step 5: Finally, select on the option that says Make Active.

This is how you make an account active again. Just follow the steps given above. Make sure that you do not miss any step, or else you will fail to make an account active again.

Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Easy Process

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Error Free

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

On-time Support

We provide round the clock technical assistance with an assurance of resolving any issues within minimum turnaround time.

Pricing

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Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Import
  • Unlimited Delete

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Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies

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Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies

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Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
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  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

Get Support

Bulk import, export, and deletion can be performed with simply one-click. A simplified process ensures that you will be able to focus on the core work.

Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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