Objective

[What is the user trying to accomplish? Write a brief, clear statement. Say "you" or "the user" and avoid the word "customer."]

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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