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

On 9/27/2023 6:30 PM, John Pollard wrote:
> 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.

I think this is a very clever suggestion.  Thanks.