Remove bank account

Hi we need to fix this, the archive bank accounts still add up to reporting totals

Hi Mishael,

The archive function will only hide the bank account from the list of bank accounts; this is common for businesses that has closed a bank account but still need to keep its records.

To remove transactions from appearing on the reports, you will need to delete/ void the transaction in the bank account. To do so, you will need to unarchive the account then head to Dashboard > Bank accounts > Click on the bank balance > Click on the amount you wish to delete > Click Delete.

Tommy

I have tried this but it only comes up as a statement so I cannot delete/edit the transactions in order to archive the account?

Hi Isabelle,

Once you are in the bank account, you should be able to click the amount, for example:

Then, on the next page, you can click Delete like so:

Tommy