Skip to main content
How to delete an Account Code
Updated over 10 months ago

Goal:

  • I need to delete an Account Code, how do I do that?

  • Where can I delete Account Codes?

  • historical account code data

Steps:

You must be a Superuser or have custom permissions to Manage Chart of Accounts Settings to complete the following steps.

  1. Navigate to SettingsManage Chart of Accounts.

  2. Search for your Account Code in the search bar.

  3. Click the 3-dot options

    options.png

    button beside the applicable account code.

  4. Click Delete Account Code.

What happens when you delete an Account Code?

When an account code is deleted, historical data associated to the account code will be retained.

Historical order data can be found in exports. Request/purchase order numbers with the prefix DEL indicate a deleted account code.

Additional Information:

Did this answer your question?