Forum Discussion
Earl_HD
2 years agoMYOB Moderator
Hi DT33
Thank you so much for your post. If there's an account in your AccountRight accounts list that you don't need, you can only delete it if: the
* account has never been used in a transaction, i.e. its balance has always been zero
- the account is not linked to another record, such a card, item or tax code. If it is, you first need to unlink it from the record.
To delete an account.
- Go to the Lists menu and choose Accounts. The Accounts List window appears.
- Locate the account you want to delete and click the arrow ( ) next to it. The account details appear in the Account Information window.
- Go to the Edit menu and choose Delete Account. Delete Account greyed-out? Note: Your user role needs to be set up with permission to delete transactions. If you need to regularly change transactions, ask your administrator to add this permission to your user role.
Please do let me know how you go on this.
Regards,
Earl
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