Delete or archive a bank account

If you have the Standard or Adviser user role, you can delete or archive a bank account, credit card account or PayPal account in your chart of accounts.

Delete an account

If you haven't imported a statement or added transactions to a bank account, you can delete it.

  1. Go to Settings, then click General Settings.
  2. Under Reports, click Chart of Accounts.
  3. Select the checkbox next to the bank account you want to delete.
  4. Click Delete.
  5. Click OK.

Archive an account

If you have transactions in a bank account that you no longer use, you will need to archive the account instead. Archived accounts can be restored at any time.

  1. Go to Settings, then click General Settings.
  2. Under Reports, click Chart of Accounts.
  3. Select the checkbox next to the bank account you want to archive.
  4. Click Archive.
  5. Click OK.