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A Step-by-Step Guide: How to Delete QuickBooks Account

A user may need to delete a QuickBooks Account

A user may need to delete a QuickBooks Account if they are switching to another accounting software, closing a business, or no longer need to use QuickBooks service. As a resolution, eBetterBooks offers a step-by-step guide that will help you understand the exact process involved in deleting companies, bank accounts, and other accounts within QuickBooks, along with the best practices for effective account management.

Before moving forward to the deleting process one must understand that despite deleting your QB account, your Intuit services will remain unaffected as this process does not impact your Intuit account. Read the complete article to learn the most common ways or steps to delete your QuickBooks account for both QuickBooks Online and QuickBooks Desktop.

How to Delete Account in QuickBooks Desktop

If you notice any differences in the process of deleting an account in QuickBooks Desktop and QuickBooks Online, that will be because of some distinct features and interfaces in each version of QuickBooks Desktop. One of the main differences between the product versions is the specific location of the delete account option.

Note: You will notice that all the transactions related to a QuickBooks account will be removed once an account is deleted. Make sure to have a proper backup of the data before initiating the process.

Delete QuickBooks Desktop Account For Windows

Follow the steps mentioned below to delete QuickBooks account accurately:

  1. Open QuickBooks Desktop.
  2. Go to Menu Bar and select Lists.
  3. Select Chart of Accounts from the drop-down menu.
  4. Scroll through the list to find the account you want to delete from the Chart of Accounts Or
  5. Use the Search Bar at the top to quickly select the account. (Make sure there are no associated transactions or balances with the account you are deleting because the deletion process will affect your financial records.)
  6. Right-click on the selected Account.
  7. Choose Delete Account.
  8. Click OK to confirm the deletion.
Note: QuickBooks Desktop does not support multiple deletion of accounts. You need to select each account one at a time and repeat the deletion process.

Delete QuickBooks Desktop Account For Mac

Follow these steps to delete QuickBooks account on Mac:

  1. Go to the Lists.
  2. Choose Chart of Accounts.
  3. Right-click on the account you want to delete.
  4. Go to the Edit menu.
  5. Choose Delete Account.
  6. Click OK to confirm the deletion.

How to Delete Account in QuickBooks Online

How to Delete An Account in QuickBooks Online

There are two common ways to delete the account in QuickBooks Online:

  1. You can directly delete the account from the QuickBooks Online version.
  2. You can cancel the subscription.

Account data is used to maintain an accurate Chart of Accounts, which ensures that your financial reports remain clear and organized. However, when you delete an account in QuickBooks Online, it becomes inactive, but the historical transaction data linked to that account is not removed.

Delete Online QB Accounting Version

Follow these steps to delete/remove your QuickBooks Online account:

  1. Go to the Gear icon at the top.
  2. Select the account you want to delete.
  3. Select the drop-down option.
  4. Click the Delete option.
  5. Click Yes to confirm the action.

Cancel QuickBooks Online Account

Follow these steps to cancel your QuickBooks Online account subscription:

  1. Sign in to QuickBooks Online as an admin user.
  2. Go to Settings.
  3. Go to Accounts and Settings.
  4. Choose the Billing and Subscription tab.
  5. Select Cancel Subscription or Cancel Your Trail in the QuickBooks section.
  6. Select Continue to Cancel.
  7. Select Submit and Cancel Subscriptions.
  8. Click Got It.

Points to Consider Before Deleting QuickBooks Account

points to consider before deleting quickbooks account

You need to take care of this important information before starting with the process of deleting your QuickBooks account:

  1. Always make a backup of your QuickBooks data. 
  2. Before deleting an account, check if it is associated with any pending transactions, bills, reports, or other records. Deleting accounts linked to historical financial data may result in errors or inaccuracies.
  3. Make the accounts inactive so that historical data remains preserved.
  4. There should be no recurring transactions or scheduled payments linked to the particular account that you want to delete.
  5. Make sure that transactions are categorized and organized accordingly.

Conclusion

The process of deleting a QuickBooks account may vary depending on whether you are using QuickBooks Desktop or QuickBooks online. QuickBooks Online allows the deletion of QuickBooks accounts through its cloud interface. On the other hand, QuickBooks Desktop needs manual steps involved in it’s locally stored software.

Irrespective of the version, a user must take care of several considerations, such as creating a backup of QuickBooks data, an association of pending records, and recurring transactions or scheduled payments related to QuickBooks account, before proceeding to delete QuickBooks account.

By : May 23, 2024
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