How do I remove linked accounts?

Posted By jb1 over 9 years ago

I'm sure this has been asked countless times. I looked through several suggestions and none of them help.

We just installed Sage 50 Pro and are in the process of setting up the accounts.

The problem is, there are accounts already in there that we don't need, and it won't let us remove them, as they are linked.

We followed a number of directions to fix this, and we were able to remove all the credit cards and taxes, but this won't work for the rest as they are not in the settings menu. We did not put these accounts in there, they came with the system, so these accounts are not listed in the settings.

The linked accounts option under Wizard is not available to us. We tried modifying them, that won't work. They have never been used, they are zero balance. Every time we try to remove them it states they are linked.

We tried changing the numbers and the names and it makes no difference. They are group accounts in the 4000 and 5000 range. There is a group heading and a group total before and after them. These are linked to expense and revenue.

Is there a way to start with an empty slate so we can just enter all our own accounts without having to fight to remove the pre-set accounts that came with the system?

None of this below is helpful, as we did not set these accounts up, it came with the system. These categories are not in setup list.

For the linked account part, please also check the following:

1. Go to each vendor/customer records, options tab and make sure it is not used as a Expense Account or Revenue Account
2. Go to Reports, Grouped lists, Inventory and Services. In the Modify Report window, go to Report Columns, choose Custom report column settings and add the column of Asset, Revenue, COGS and Variance. Then, click OK to create the report. Make sure the account that you want to remove is not used as asset, revenue, cogs or variance account for any inventory.

Thank you for any help you can give.

0 Richard S. Ridings over 9 years ago

I'm afraid you have already covered all your bases on this. The only issue I see in your description is that you probably do not have a Group Lists report because you are using Pro and it is not available until Premium I believe.

You have said you checked Setup, Settings and all the linked accounts in each module (though you only mentioned credit cards and taxes, there are linked accounts in almost all modules listed on the left, did you look through each of them or only under Company?).

You have said you checked the linked accounts under each customer, vendor and employee.

You have said you checked the linked accounts under each inventory or service item.

So the last thing you need to do is tell us exactly what you are trying to get rid of (numbers and names) and what the error message says (word for word), when you attempt it.

BTW, by default there are no linked credit card accounts in any brand new chart of accounts, so someone had to have set those up before you could remove them. Also, even if "it came with the system" as you mention and you don't want it, you still must change it to delete the account you want to delete.
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0 RandyW over 9 years ago in reply to Richard S. Ridings

Sage 50 will let you set up your own chart of accounts, so there will be no linked accounts unless you create them.

I've found it's easier to start with the default chart of accounts, and mark accounts inactive. It's easier to set up payroll or inventory 7 years from now if the accounts are there, than if not.
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How do I remove linked accounts?

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