How To Delete or Hide an Account
What you need to know:
To keep your records up to date and accurate, you may want to review and make changes to your chart of accounts. If an account is no longer required or was created by mistake, you can either hide it or delete it.
What you need to do:
Confirm the accounting category for the account you want to update, such as Asset, Liability, Equity, Income, or Expense.
Identify the account you want to update before starting the steps below.
How to (Step by Step):
Click the Chart of Accounts menu on the left.
Click the appropriate account category the account is in (Asset, Liability, Equity, Income or Expense).
Select the account you wish to remove. The account details screen will slide out from the right side of the screen.
You have two options to remove the account:
Select the Hide account checkbox located at the bottom of the account details screen if you are no longer actively using the account. This keeps the account from appearing in active lists while preserving the account details.
Note: This option is only useable if the account balance on the account is zero.
Click Delete at the bottom of the account details screen to remove the account from the Chart of Accounts entirely.
Note: This option is only available if the account has never been used in any kind of transaction.
5. Click Save at the bottom of the account details screen to update the account information.
Still have questions? Contact support
Contact us at 1-888-667-7893 or email support@fccagexpert.ca if you require additional support. You can find other help options under the Question Mark Icon in the top right of AgExpert Accounting at any time.