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Jamie214
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I 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!

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