How To: Deleting a G/L Account (15-02)

Overview

This tutorial describes how to delete a G/L account.

IMPORTANT: You can only delete an account that has no transactions on file.

Step-by-Step

  1. In the ‘Account #’ field, enter the account you want to delete. The account information appears.
    NOTE: The account number is entered in two six-character fields. Only the significant digits need be entered, since the system automatically appends zeros to the entry if necessary.

    • To search for an account, click the search icon to the right of the field.

  1. Click the ‘Delete’ button.

  1. A window appears with the message, ‘Delete Account xxxxxxxxxxxx?’ Click Yes.’

  1. A confirmation message appears.
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