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Account management
Hi there, edig.
Thanks for joining us in this thread. I'm here to help find the list of your recurring transactions, so you'll be able to delete an account.
So you're able to delete an account, you will have to go through your list of recurring transactions and scheduled liability payments in QuickBooks Online (QBO). You can filter the transaction type on the Recurring Transactions page.
Let me show you how:
- Click on the Gear icon.
- Select Recurring Transactions.
- Choose Scheduled as the Template Type.
- Choose a type of transaction that a possible account is used on the form. It could be bills, check, expense, etc.
- Then, click on the Edit drop down and choose Delete.
- Select Yes to confirm.
As a reference, you can also check out this article for further guidance: Remove recurring transactions or templates.
To access which accounts were used on the scheduled liability payment, please follow these steps:
- Click on the Gear icon.
- Select Payroll Settings.
- Click on the Preferences link.
- Go to Accounting Preferences and review each account used from there.
- Click on OK once you're done.
After following these steps, you should now be able to delete an account.
Please let me know how it goes. I want to make sure this matter gets resolved.