You can delete accounts that you don't need. However:
you can only delete an account if it has never been used in a transaction, i.e. its balance has always been zero
if an account is linked to another record, such a card, item or tax code, you first need to unlink it from the record. If you need help finding the records to which an account is linked, see the FAQ below.
If the account has been used in a transaction, you will not be able to delete it, even after deleting the transaction. This makes sure you keep the history of accounts used in transactions for auditing reports.
Go to the Lists menu and choose Accounts. The Accounts List window appears.
Locate the account you want to delete and click the arrow () next to it. The account details appear in the Account Information window.
Go to the Edit menu and choose Delete Account.
UI Text Box
size
medium
type
note
Delete Account greyed-out? Your user role needs to be set up with permission to delete transactions. If you need to regularly change transactions, ask your administrator to add this permission to your user role.
UI Text Box
size
medium
type
note
An account with journal entries may not be deleted
If an account has been used in a transaction, this creates journal entries in AccountRight.