Forum Discussion
Hi CarynW,
Thank you for your post, and a warm welcome to the Community Forum! I'm sorry to learn that you're encountering difficulties when attempting to make changes to an account. Your patience and understanding regarding this matter are greatly appreciated, and I apologize for the delay in our response.
There could be several reasons why you can't delete or edit the account. You can typically delete an account if it meets the following criteria:
- It has never been used in a transaction.
- It has no journal entries associated with it.
- It has a zero balance.
- It is not a linked account.
- It is not linked to a pay item.
- It is not linked to a tax/GST code (refer to Tax codes for Australia or GST codes for New Zealand).
If your account does not meet these conditions, you may not be able to delete it. In such cases, you can consider deactivating the account instead. Please see help article for more information about: Adding, editing and deleting accounts
Feel free to post again, we're happy to help!
Regards,
Earl
Hi,
I am having this same issue when trying to rename an account. Can you please give a solution to this problem?
Thank you
Jay
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