Deleting a bank account.

Deleting a bank account.

Deleting 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. Select Chart/ Chart of accounts Menu Option

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

Step 2. Select Bank account to be deleted 

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

Step 3. Select Yes option 

Click  Yes  to the following Confirm message:


Article ID 209