Deleting a record

Lists > Deleting a record

Deleting a record

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.

Deleting an account

You can delete an account if it meets the following criteria:

▪	the account isn’t a level-1 account

▪	the account has a zero balance

▪	no journal entries used the account

▪	none of your recurring templates used the account

▪	the account isn’t used as a linked account for any transaction types

▪	the account isn’t linked to any of the items you’ve entered.

To delete an account

1	Go to the Accounts command center and click Accounts List. The Accounts List window appears.

2	Click the zoom arrow () next to the account you want to delete. The account details are displayed in the Edit Accounts window.

3	Go to the Edit menu and choose Delete Account.

Deleting other records

You can only delete:

▪	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.

▪	a card that has not been used in a quote, order, or recurring template

▪	an item with a zero quantity in inventory

▪	an activity slip, provided that the time billing invoice on which it was billed has been deleted or purged

▪	an activity, provided that all the activity slips you’ve recorded for it have been purged

▪	a foreign currency record that has not been linked to a card.

To delete other records

1	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.

2	Locate the record you want to delete and click the zoom arrow () next to it. The record details appear in the Information window.

3	Go to the Edit menu and choose Delete [...]. For example, if you want to delete a customer card, choose Delete Card.

▪	Changing a record

▪	Inactivating or reactivating a record

▪	Combining records

To delete multiple cards or items

1	Go to the Lists menu and choose either Items or Cards. The Items List window or the Cards List window appears.

2	Highlight the cards/items to delete. You may select multiple by holding the Shift key as you select them.

3	Go to the Edit menu and choose Delete[...]. You can also use the right mouse click or CTRL key and choose Delete [...].

▪	Changing a record

▪	Inactivating or reactivating a record

▪	Combining records

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