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How to Delete Transactions in AccountsPrep

The steps required to delete one or all transactions in AP.

Magdalena avatar
Written by Magdalena
Updated over a week ago

Objective

This article will show you how to delete one or all of your transactions from an account in AccountsPrep.

Applies To

  • AccountsPrep integrated companies.

Procedure

How to Delete a Single Transaction

  1. To delete a single transaction in AccountsPrep, you need to navigate to Banks > Bank Reconciliation > unposted.

  2. You will then see a small red 'x' icon next to each transaction - clicking this will delete the line.

How to Delete All Transactions

To delete all transactions for a Bank Account from AccountsPrep, please do the following:

  1. Navigate to Accounting > All Batches.

  2. Select the relevant Bank Account from the list.

  3. Click Permanently Delete.

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