QuickBooks for Mac 2014 User’s Guide 51
Deleting an account
You can delete an account only when it:
• is not used in any transactions.
• is not assigned to any line items.
• does not have subaccounts.
To find transactions that use an account:
• For balance sheet accounts only, double-click the account in the chart of accounts to display its account register.
• For income and expense accounts only, double-click the account in the chart of accounts to display its
QuickReport.
• For all accounts, create a Transaction Detail by Account report by choosing Reports | Accountant & Taxes |
Transaction Detail By Account.
To delete an account:
1 Choose Lists > Chart of Accounts.
2 Select the account you want to delete.
3 Choose Edit > Delete Account.
Notes
• Subaccounts. If the account has subaccounts, either move the subaccounts to another parent account, or
delete the subaccounts before you delete the parent account.
• Merging accounts. Consider merging the account with another account instead of deleting it (before deleting
the account, you would have to reassign all the transactions that post to the account).
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