Has this issue been fixed? I just converted from Quicken for all my finances to QB for my small business. EVERYTHING came into QB. It seems this is not uncommon for quicken transfers!
For what I could get rid of, I did the following:
1. Went to Chart of Accounts
2. Clicked Action View Register for the personal account
3. Clicked Make inactive
4. It either worked (for some) or I got this error:
This account cannot be deleted because it is used by a recurring template or scheduled liability payment.
So, I followed another instruction in this string.
1. Click on the “Gear” Icon
2. Select Recurring Transactions
3. Chose “Scheduled” and the Template Type
At this point the instructions give a couple more steps (chose a transaction type, click edit and delete)
But, when I do the above, the Recurring Transaction screen tells me I have no recurring transactions
So I’m stuck and now have years of personal transactions I don't want in QB that I cant get rid of in QB. Has this been resolved? Can you assist?
