banking

How do I delete my bank account in Zoho Books?

Prerequisites:

  • Uncategorize and Unmatch all categorized and matched transactions.
  • Exclude all other transactions linked to the bank account.
  • Delete any Transaction Rule that link this bank account to another account.

To delete a bank account:

  • Go to Banking on the left sidebar and select the account you want to delete.
  • Click the Gear icon at the top right corner and select Delete from the dropdown.
  • Click Delete it in the pop-up to confirm the deletion.

Once you complete these steps, your bank account will be deleted.

Protip: If you do not want to access a bank account, you can mark the bank account inactive instead of permanently deleting it.

To mark a bank account inactive:

  • Go to Banking on the left sidebar and select the bank account you want to mark as inactive.
  • Click the Gear icon at the top right corner and select Mark as Inactive from the dropdown.
  • Click Mark as Inactive in the pop-up that appears to confirm marking the account as inactive.

Once you complete these steps, you can mark the account as inactive.

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