Delete a Bank Account

Bank accounts must be disabled before they can be deleted.  NOTE: Bank Accounts with any activity or history can not be deleted, only disabled.

Delete a bank account

1. Select Bank Management from the Banking menu, and the Bank Management window opens.

2. Select the bank whose account you want to delete, and click Edit, or click the Bank Name link. The Edit Bank window opens.

3. Check the box for the disabled bank account you want to delete, and click Delete. You're asked to confirm the action.

4. Click Yes. When the process is complete, the Results window opens displaying successes & failures.

5. Click Close when you're finished reviewing the results.

Return to Bank Management Overview