Re: How do I delete an invoice account item in "choose an invoice account"?

On Wednesday, September 27, 2023 at 4:28:16 PM UTC-5, Taxed and Spent wrote:

> I now see I have a hidden invoice account, and when I unhide it 
> it becomes a choice in the menu bar. I assume if I delete this 
> invoice account, the need for a selection will go away. 

> I am now pondering if I 
> want to delete that invoice account or just keep it hidden again. It 
> would be nice if I only have one unhidden invoice account that I 
> didn't have to make the choice. Any thoughts? 

You can try the following - no promises (backup first).

1.) Create a report (or two) that adequately displays 
the relation ship between your "hidden" Invoice account 
and the rest of your accounts. Consider that paid invoices 
likely have "transferred" funds from the Invoice account to
some other account, such as a checking account.
At the least, you probably could use a Net Worth or 
Account Balances report for this - but you might need 
more than that - such some sort of transaction report. 
That will hopefully help to determine if 
the following steps keep you in balance, with adequate 
historical evidence for your purposes.

2.) Create a new Quicken Asset account (delete its 
opening balance transaction).

3.) Select all the transactions in the hidden invoice account 
(as you would select multiple files in Windows Explorer).

4.) Right-click a selected transaction and choose 
"Cut transaction(s)".

5.) Open the new Asset account created above.

6.) Right-click anywhere in the transaction area in the 
new Asset account and choose "Paste transaction(s)".

7.) Verify that the transactions in the new Asset account 
accurately reflect the activity that occurred in the hidden 
Invoice account. 

8.) Delete the old hidden unused Invoice account.

If that keeps you in balance and leaves you with a sufficient 
transaction history, it should prevent the unwanted/deleted 
invoice account from appearing in lists of Invoice accounts.