Now, onto the QuickBooks tip of the Day:
Deleting a Bank Account from the Chart of Accounts:
So, you have set up your new company file and you realize that you entered a bank account twice. How do you remove the duplicate?
- You will need to go to the Chart of Accts.
- Click on the account in question.
- Go to Quick Report
- Run a Quick Report on the Account using the date range "All".
- If there are any transactions, you must delete or move each one.
- Once all are removed, you can go back to the account and right click, delete it.
Remember, if there is any transactions on an account, QuickBooks will not let you delete, so you have to be sure all transactions are removed before deleting the account.
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