How do I delete a bank account?

You can only delete a bank account if:

1. It has a zero balance; and
2. It does not have any transactions relating to it in the current financial year.

To check to see if a bank account has a zero balance:

• Click on Setup > Opening Balances > Bank Accounts menu option.

• Select the Bank you wish to delete from the drop down list.
• Check to see if it has a zero balance.

To delete a bank account:

Step 1

• Click on the Chart tool bar option (or the Setup > Chart of Accounts menu option)

Step 2

• Click on the Banks tab.
• Click on the bank account so it is highlighted blue to select.
• Click on the Delete button.

Step 3

• Click Yes to the following Confirm message: