Deleting an Account

Please Note: Certain accounts cannot be deleted.

You cannot delete accounts in rows that only contain green cells. In addition, the following accounts cannot be deleted:

Balance Sheet Accounts

Current Assets

Cash

Accounts Receivable

Inventory

Other Current Assets

Fixed Assets - Net

Intangible Assets - Net

Other Non-Current Assets

Current Liabilities

Long-Term Debt

Other Non-Current Liabilities

Income Statement Accounts

Revenues

Cost of Goods Sold

Operating Expenses

Other Income/(Expense)

Deleting an Account with Sub-Accounts

Before you can delete an account that contains sub-accounts, you must first delete each sub-account. Complete the steps below for each sub-account.

Step-by-Step Instructions

To delete an account, follow these steps:

Select the Account

Click on the account that you want to delete. Certain accounts cannot be deleted. See above for more information.

Select the Delete Account Command

Click on the Delete button on the Desktop Toolbar. You will receive a prompt if the account you selected cannot be deleted. If it can be deleted, you will be prompted to confirm your decision.

Select the Yes Button

To delete the selected account, click on the Yes button. The prompt will close and the account will be deleted.