Delete an account in the chart of accounts

You may want to delete an account that you created from your Chart of Accounts if, for example, you did not use the account and will not use it in the future.

Notes

  • You can delete the accounts that you create as long as those accounts are not used in journal entries.
  • If you want to delete an account that you used in a journal entry, you must delete the journal entry first and then delete the account.
  • You cannot delete default accounts that OnBalance creates.
  1. Click Accounting in the navigation panel.
  2. Click Accounts, and then click the account you want to delete.
  3. Click Delete Account.
  4. At the prompt, click Yes.

The availability of some or all of these features depends on your OnBalance contract and/or configuration.