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Author
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Topic: delete account from CofA
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Cathcart
Member
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posted 05-29-2002 02:35 PM
 
I have an expense acct that has no transactions for the year. The system refuses to delete it with the message "transactions exist". What can I do?
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Pamela
Member
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posted 05-29-2002 04:40 PM
See the forum post: Delete account from Chart of AccountsAlso check and make sure there isn't a balance on the A/L Info screen for that account. When you print up a report for Transactions by Account, if any exist, make sure you delete them or reassign them.
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Cathcart
Member
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posted 05-30-2002 09:49 AM
I tried all the options you mention. There is nothing in the account and since it is an expense acct there is no A/L to check. More suggestions?
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Renee
Member
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posted 06-03-2002 01:51 PM
As described in the forum post Delete account from Chart of Accounts, it is very important to run the report Transactions by Account for the account to be deleted. NOTE: Be absolutely sure to run the report for Month Range January through December - even if the current month is February and you're sure there are no transactions at the end of the year. Do not use "Start" and "End" dates. When you run the Transactions by Account report for January through December, one of two things will happen:
- The report will print, showing one or more transactions that must be deleted. Go to the account where these transactions were entered and delete them. (NOTE: you must re-run the Transactions by Account report for January through December after deleting the transactions.)
-OR-
- The report won't print, and a box will pop up on your screen saying "No transactions exist for ACCOUNT NAME. Account may now be deleted."
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Renée Trudeau
Financial Navigator Int'l
Manager, Technical Services
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