Resetting account

Problem reported by Luke Miley 11 years ago

Hi
I have been playing around with Clear Books for the first time today and want to delete the bank accounts added now I have learnt so I can start properly. How do I do this?

I did come across the below link to do so:
http://www.clearbooks.co.uk/support/guides/reset/reset-your-clearbooks-account/

However I do not have a "Reset" section.

Any ideas?

Thanks

3 Replies

Time
Likes

colin

16 entries

go to settings, at the bottom of the getting started list is the reset tab

Colin

11 years ago

Michelle Cartwright

1 entry

I have no reset tab

10 years ago

Abdul Keyum

118 entries

Hi Luke, Colin and Michelle,

If a Bank account has transactions against it, it cannot be deleted as it must be archived. To do this please head to your bank accounts page and on the furthest column to the right you should be able to click Edit (Blue pencil Icon). It should then take you to a page where you can choose to 'Archive' the account.

Thanks,

10 years ago

Resetting account

3 Replies

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