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Delete a batch

How to delete a batch in AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated this week

You can delete transactions from within a batch, but you can also delete all transactions from a batch. You can either

  • Delete a batch permanently from the Batch view mode

  • Delete a batch temporarily from the Batch edit mode


Delete from the batch Edit window

  1. Go to Accounting > All Batches.

  2. Select and Edit the relevant batch.

  3. Click the Delete button.

    📎NOTE: The Delete option will delete the full batch and all its entries, even if you have selected specific transactions.

  4. The following message pops up: Are you sure you want to delete this journal?

  5. The batch and all its entries will move to the Deleted tab.

Once in the Deleted tab, the entries won't show in your reports anymore.

You can now delete the batch permanently, or you can edit it to save as a draft or post it again.


Delete from the Batch view window (Permanent)

⚠CAUTION: This option will delete the batch completely, and it won’t be recoverable.

  1. Go to Accounting > All Batches.

    📎NOTE: You can also access a batch from the Bank or Accounting tab, depending on the transaction type.

  2. Select the relevant tab (Posted/Unposted/Draft/Deleted) to locate the batch.

  3. Click Permanently Delete.

ERROR: There’s a known issue where some users may not see the Permanently delete button. You need to contact the support team to let them know this is affecting you.

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