Skip to main content

How to Delete Chart of Accounts Records

Remove one or multiple Chart of Accounts records using the Row Action feature for cleaner data and better organization.

If you've created an account by mistake or need to clean up old records, you can easily delete single or multiple entries from your Chart of Accounts.

Delete a Single Account Record:

  1. From the top navigation menu, select Chart of Accounts.

  2. Click the three-dot icon, then select Delete.

  3. The selected account will be permanently removed from your Chart of Accounts.

Bulk Delete Multiple Accounts:

  1. Select the checkboxes next to all the accounts you want to delete.

  2. Click Delete at the top of the table. The button label shows the number of accounts currently selected.

  3. All selected accounts will be removed from your Chart of Accounts.

Important Notes:

  • Deleted records cannot be recovered, so ensure you’re removing the correct accounts.

  • You cannot delete an account that is linked to transactions in your cashbook. Before deleting the account, you must first remove or update all transactions associated with it so that it is no longer linked.

Did this answer your question?