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Deleting an account |
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Bank Reconciliation > Accounts > Deleting an account Overview
Deleting an account should not be undertaken lightly. Any data imported under that account name will be inaccessible. Please only delete an account when you are sure the account data will never be needed by Bank Reconciliation again (without having to be reimported).
Steps
1. At the Bank Reconciliation Main Screen, select File from the main menu. 2. Select Maintenance 3. You will see Figure 1 (below).
Click "List of Accounts" to switch to that tab.
4. You will see Figure 2 (below).
You will see listed every account available to Bank Reconciliation. There will always be a Sample. In this case, two other accounts have already been created (Payroll and Checking). Click "Delete Accounts" to switch to that second level tab.
5. You will see Figure 3 (below).
To delete Payroll, click the gray box to the left of Payroll. This will highlight the entire row in blue. Click the Delete button.
6. A dialog box will appear to confirm the deletion. Click Yes to delete the account, click No to cancel the deletion.
7. Exit and re-enter Bank Reconciliation.
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