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Replying to:
ChristineJoieR
QuickBooks Team

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I can help you how to achieve that, @rbkoffice. Let me provide supplemental information before showing you the steps of disconnecting or making an account inactive in QuickBooks Online.

 

First, do you want to make inactive an account from the Chart of Accounts? If so, let me explain this further to you.

 

Making inactive accounts in QuickBooks instead is a smart move because it allows you to retain past transaction data for reporting purposes. Thus, you can still access historical information without cluttering your active accounts. If you ever need to refer back to those inactive accounts, you'll have the necessary data readily available.

 

Here's how:

 

  1. Go to Settings and select Chart of Accounts.
  2. Find the account you want to remove.
  3. Select the Action dropdown and choose Make inactive.

 

If you want to visit your inactive accounts in your chart of accounts:

 

  1. Select Settings, then choose the Chart of accounts.
  2. Next to the printer icon, pick the Settings ⚙ icon.
  3. Select the Include inactive checkbox.

 

Furthermore, if you want to deactivate a banking account, it is recommended to disconnect it instead. By disconnecting the account in QuickBooks, you prevent new transactions from being downloaded, but your existing accounting data remains unchanged. See this for more details: Disconnect accounts connected to online banking in QuickBooks Online.

 

One more note: QuickBooks deletes transactions that still need to be categorized in the For review tab. If these transactions are more than 90 days old, you're unable to download them into QuickBooks again. Otherwise, you need to upload them manually.

 

I'm also adding this article with what-to-know details before making the account inactive: Make an account inactive on your chart of accounts in QuickBooks Online.

 

I'll be here to provide more assistance with handling your accounts in QuickBooks Online. Have a pleasant day.

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