You can delete a record that you no longer need. However, a record must meet certain criteria before it can be deleted. For example, most records cannot be deleted if they have been used in transactions.
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Click the zoom arrow (
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a card, foreign currency, tax code, payroll category, item, inventory location, or job that has not been used in a transaction. If transactions exist, you need to delete the transactions before you can delete the record.
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an activity slip, provided that the time billing invoice on which it was billed has been deleted or purged
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an activity, provided that all the activity slips you’ve recorded for it have been purged
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Go to the Lists menu and choose the list to which the record belongs. For example, if you are deleting an item, choose Items; if you are deleting a card, choose Cards, and so on.
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Locate the record you want to delete and click the zoom arrow (
 ) next to it. The record details appear in the Information window. |
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Go to the Edit menu and choose Delete [...]. For example, if you want to delete a customer card, choose Delete Card.
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