Delete an account


To delete an account, you must be the only user on the system.

You cannot delete accounts that have activity.

  • Click Chart of Accounts on the top menu bar.
  • Select Manage Accounts.
  • Click on the [+] to the left of the fund to view the accounts in that fund.
  • Find the account that you want to delete. Right-Click on it then select Delete from the pop-up menu.
  • Click Confirm.