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FBAbel
Level 1

How can you tell which product or service an account is connected to

I am trying to inactivate an old bank account that is no longer used but it states "We can't make this account inactive - This account is used by a product or service".  Is there a way to search all the product and service lists to see which one is being used by the bank account without having to individually go through all the hundred or more product and service lists we have?

10 Comments 10
LeizylM
QuickBooks Team

How can you tell which product or service an account is connected to

I understand the importance of inactivating an account in QuickBooks Online (QBO), FBAbel. 

 

Upon checking here, we have an ongoing investigation about getting an error "We can't make this account inactive. This account is used by a product and service" when making the account inactive.

 

I recommend contacting our Customer Care Support team so you'll be added to the list of affected users. This way, you'll receive email updates on the investigation's status and be notified once it's been resolved. 

 

Here's how to reach them:

 

  1. Click the Help menu in the upper-right-hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Select Contact Support Team.
  4. Type again Talk to a human and click Contact Support Team.
  5. Choose a way to connect with us.

 

I've added this article to learn more about the difference between disconnection and making an account inactive:

 

 

For additional reference, I've attached a link you can use to learn more about how the chart of accounts works: Understand the chart of accounts in QuickBooks.

 

Let me know if you have more questions about making your account inactive. The Community always has your back. Have a good one!  

fonewiz
Level 1

How can you tell which product or service an account is connected to

Has this been resolved? I'm running into the same issue and as far as I can tell, the old bank account isn't attached to any products or services.

SarahannC
Moderator

How can you tell which product or service an account is connected to

Hello there, fonewiz.

 

Currently, there is an ongoing investigation about unable to inactivate an old bank account that is no longer due to error message received "We can't make this account inactive. This account is used by a product and service".

 

I understand that this needs to be fixed as soon as possible. Rest assured, we will provide an update once information is available.

 

While our engineers are looking into this, I recommend contacting our Support Team to add your company details as one of the affected users. Here's how:

 

  1. Within your QBO account, go to Help in the upper-right corner.
  2. In the Search tab, click Contact us.
  3. Enter a brief description of your concern.
  4. Click Continue.
     

Know that you can always post in the Community if you have other questions. I'll be around to help.

fonewiz
Level 1

How can you tell which product or service an account is connected to

The original ticket was created in August, it's almost January. Are you sure that this issue is really of any concern to your company? Doesn't seem like much is happening in regards to this issue if it's still a problem month's later.

 

I will follow your instructions to be added to the ticket but again, I can't see that it's actually being addressed.

fonewiz
Level 1

How can you tell which product or service an account is connected to

Your instructions to contact you don't actually work. I followed your instructions 3 times, starting over each time to make sure I didn't miss anything. I think you need to update your instructions to match the actual experience on your website. 

JessT
Moderator

How can you tell which product or service an account is connected to

Hi fonewiz,

 

Yes, the issue is still being investigated by our engineers. As for the phone number, you can follow the instructions provided in this article: QuickBooks Online Support. It also has a phone number that you can call in.

 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?).
  3. Select either tab to get started:
    • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
    • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
      • Start a chat with a support expert.
      • Get a callback from the next available expert.

 

Support Hours

 

  • Plus, Essentials, Simple Start M-F 6 AM to 6 PM PT and Saturday 6 AM to 3 PM PT
  • Advanced, any time, any day

 

Please let me know if you have other questions. Take care and have a good one.

dowzer02
Level 1

How can you tell which product or service an account is connected to

Hi, has this been resolved?

MarkAngeloG
QuickBooks Team

How can you tell which product or service an account is connected to

Hi there, @dowzer02.

 

Yes, this has been resolved already. The error you're seeing happens when you try to inactivate an account that's still associated with a product or service item. To fix this, you'll need to find that item and assign it to another account.

 

Here's how:

 

  1. On the left menu, head to Sales then select Products and Services.
  2. Click the small Gear icon at the top right of the list to customize the columns that are displayed.
  3. Ensure to enable the columns for Income Account, Expense Account, and Inventory Account to easily identify which product is connected with the account. 
  4. Use the Filter option at the top of the list to make sure all items are shown, including both Active and Inactive items.
  5. Locate the product and service item, under the Action column click Edit.
  6. Change the assigned account.

 

Make sure to do this on all product and service items that has the account that you'll want to inactivate. Once done, you can now inactivate the desired account in the chart of accounts.

 

Feel free to leave a reply if you have additional questions in QuickBooks Online. We're always ready to help.

dowzer02
Level 1

How can you tell which product or service an account is connected to

Thank you @MarkAngeloG  that worked great!

MsNorthPND1881
QuickBooks Team

How can you tell which product or service an account is connected to

You are always welcome, Dowzer02.

 

I'm glad to hear that my colleague's insights have helped you resolve matters in QuickBooks. It's always a pleasure to support valued customers like you.

 

If you have any further concerns regarding QuickBooks, please rest assured that I have you covered. Take care and have a fantastic day.

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