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Buy nowI have been trying for months to inactivate an expense account (Landscaping) that I created in my COA. I had not had the time to contact Intuit to help me until today. I chatted with them and the technician could not figure it out. I then decided to request a return call and was connected to a tech named Carl. I wish I could connect with him if I have future issues. He used critical thinking and perseverance to work with me to resolve the issue.
The steps I had taken prior to calling Intuit were as follows:
1. Confirmed that the account had a zero balance and no transactions (all dates).
2. Checked Products & Services to ensure that the account was not linked to a product/service.
3. Confirmed that it was not connected or linked to a workflow. I did not have any workflows.
Carl asked me to do perform the following:
1. Show all inactive accounts.
2. Once done, there was an inactive subaccount associated with the Landscaping account that I was trying to inactivate. He had me reactivate the subaccount, and then make it a parent account (uncheck subaccount).
3. Then he asked me to inactivate the Landscaping account. When I attempted to do so, it did not work.
4. He asked me to merge the Landscaping account into another account, which is what I did and it worked.
5. Then I inactivated the other account that I made a parent account.
Carl informed me that other people have been having this issue as well. Hopefully, the above will work for everyone.
Good luck!