Delete an Account

The following criteria must be met in order to delete an account:

• The account is not a Level 1 account
• The account has a zero balance
• The account has not had transactions posted to it in the past two fiscal years
• The account does not have any recurring transactions referencing it
• The account is not linked to any transaction
• The account is not referenced as a linked account in:
• • Setup --> Linked Accounts
  • Activities
  • Card File Cards (Customer, Vendor)
  • Inventory Items
  • Retainers
  • Sales Tax Codes
  • Payroll Categories (Wages, Accruals, Deductions, Expenses, Taxes)
  • Multi-currencies
  • Business Services (Credit Card/Vendor Payment Setup)

To remove an account that fits the above criteria:

1. Make a backup of the company file
2. Highlight the account in the Accounts List window, then click the Edit button. The Edit Accounts window appears, containing information about the account
3. Choose Delete Account from the Edit menu to remove the account

An account can be combined if it cannot otherwise be deleted.

Combine Accounts Mac

Combine Accounts Windows