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SC@bell

delete / unlinked bank accounts

SOLVED
Posted By

I have some accounts that are already closed, and balance is zero

is there any way to delete/ unlinked to they don't show up ?

Parents
  • 0

    Hi,

    I found this under the Help, by searching for Bank Account, clicking on Bank Accounts in the list of topics, and clicking on 'Close a Bank Account' in the results:

    Close a Bank Account

    To close a bank account in Sage 50 Accounting:

    1. Close your account at the bank.
    2. Ensure this isn't a linked account. If it is, change the linked account.
    3. Perform one last account reconciliationto ensure that there are no outstanding transactions or money owed to you by the bank.
    4. Delete the account from the Chart of Accounts.

    Change a Linked Account

    To change many linked accounts at one time, use the Linked Accounts wizard.

    CollapsedTo link an account

    1. Ensure that you have added the account you want to link. If you have not done so, add itnow.
    2. In the Home window, on the Setup Menu, select Settings, open the module you want to link the account with, and then open Linked Accounts.
    3. Choose the new account from the drop-down list.
    4. Click OK.

    CollapsedTo switch one linked account for another

    1. Ensure that you have added the account you want to use. If you have not done so, add itbefore beginning.
    2. In the Home window, on the Setup Menu, select Settings, open the module you want to change the linked account in, and then open Linked Accounts.
    3. Next to the name of the linked account you want to switch, choose the new account from the drop-down list.
    4. Click OK.

    CollapsedTo unlink a linked account

    1. In the Home window, on the Setup Menu, select Settings, open the module you want to unlink the account in, and then open Linked Accounts.
    2. Click in the linked account box you would like to remove and press the Backspace or Delete key on your keyboard.
    3. Click OK.

    CollapsedTo change the name of a linked account

    1. Open the account record. CollapsedHow?
        1. In the Home window, click Company on the navigation pane.
        2. In the Accountant's Tasks pane, right-click the Chart of Accounts icon and select Modify Account from the menu.
        3. Select an account from the list and click OK.
    2. Next to the account number, change the account name. The linked account will automatically use the new name.

    CollapsedTo delete a linked account

    CollapsedUnlink the account

    1. In the Home window, on the Setup Menu, select Settings, open the module you want to unlink the account from, and then open Linked Accounts.
    2. Click in the linked account box you would like to remove and press the Backspace or Delete key on your keyboard.
    3. Click OK.

    CollapsedDelete the account from the Chart of Accounts

    1. In the Home window, click Company on the navigation pane.
    2. In the Tasks pane, right-click the Chart of Accounts icon and select Remove Account from the menu.
    3. Select the account you want to delete and click OK.

Reply
  • 0

    Hi,

    I found this under the Help, by searching for Bank Account, clicking on Bank Accounts in the list of topics, and clicking on 'Close a Bank Account' in the results:

    Close a Bank Account

    To close a bank account in Sage 50 Accounting:

    1. Close your account at the bank.
    2. Ensure this isn't a linked account. If it is, change the linked account.
    3. Perform one last account reconciliationto ensure that there are no outstanding transactions or money owed to you by the bank.
    4. Delete the account from the Chart of Accounts.

    Change a Linked Account

    To change many linked accounts at one time, use the Linked Accounts wizard.

    CollapsedTo link an account

    1. Ensure that you have added the account you want to link. If you have not done so, add itnow.
    2. In the Home window, on the Setup Menu, select Settings, open the module you want to link the account with, and then open Linked Accounts.
    3. Choose the new account from the drop-down list.
    4. Click OK.

    CollapsedTo switch one linked account for another

    1. Ensure that you have added the account you want to use. If you have not done so, add itbefore beginning.
    2. In the Home window, on the Setup Menu, select Settings, open the module you want to change the linked account in, and then open Linked Accounts.
    3. Next to the name of the linked account you want to switch, choose the new account from the drop-down list.
    4. Click OK.

    CollapsedTo unlink a linked account

    1. In the Home window, on the Setup Menu, select Settings, open the module you want to unlink the account in, and then open Linked Accounts.
    2. Click in the linked account box you would like to remove and press the Backspace or Delete key on your keyboard.
    3. Click OK.

    CollapsedTo change the name of a linked account

    1. Open the account record. CollapsedHow?
        1. In the Home window, click Company on the navigation pane.
        2. In the Accountant's Tasks pane, right-click the Chart of Accounts icon and select Modify Account from the menu.
        3. Select an account from the list and click OK.
    2. Next to the account number, change the account name. The linked account will automatically use the new name.

    CollapsedTo delete a linked account

    CollapsedUnlink the account

    1. In the Home window, on the Setup Menu, select Settings, open the module you want to unlink the account from, and then open Linked Accounts.
    2. Click in the linked account box you would like to remove and press the Backspace or Delete key on your keyboard.
    3. Click OK.

    CollapsedDelete the account from the Chart of Accounts

    1. In the Home window, click Company on the navigation pane.
    2. In the Tasks pane, right-click the Chart of Accounts icon and select Remove Account from the menu.
    3. Select the account you want to delete and click OK.

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