Delete an Account
You can delete an account if the account meets the following criteria:
- The account is not a Level 1 account.
- The account has a zero balance.
- The account has not had any transactions posted to it in the past two fiscal years.
- The account does not have any recurring transactions linked to it.
- The account is not linked to any transaction types.
- The account is not linked to any of your inventory items.
To remove an account that fits the above criteria.
- Make a backup of your data file.
- Highlight the account in the Accounts List window, then click the Edit button. The Edit Accounts window appears, containing information about the account.
- Choose Delete Account from the Edit menu to remove the account.
If you are unable to delete the account, you may choose to combine accounts instead. This feature is available in AccountEdge and AccountEdge Network Edition 2006 and Premier 2006 version 15 and later. Further information can be found in the Help files: