All About Deleting your Bank Account

Where to delete an account

To delete a bank account, follow the steps below:

1. Go to the Accounting tab and select Settings 

2. Choose the Bank page

3. Go to the Active Bank Account section and archive the Bank you want to delete

4. Find the bank account in the Archived Bank Accounts section

5. Click the delete icon

When the delete icon is grayed out, it means that it will not be possible to delete the account.

Reasons for blocking the Delete icon

1. Account used for online payment

If your account is already certified and is used to receive transfers for funds collected online.

2. Accounting entries related to the account

The account can be deleted only if it and its cash account 531XXX are not linked to any entries. Do a "transfer of entries from one account to another" from Accounting > Settings

This will have the effect of transferring the entries linked to the account to be deleted to another account. This manipulation is only relevant if these entries were not actually linked to your bank account. Otherwise, do not transfer these entries in order not to distort your accounting.

The other method is to delete the entries linked to this account. Also, we only recommend this if these entries were entered by mistake and/or if they are not necessary for your organization's accounting.

3. An account used as a means of payment

If your account is used as a means of payment for your subscription, you will have to change the means of payment in order to delete this account.

Bank operations

You will also have to delete the active reconciliation statements and the transactions imported into this account.

Archiving a bank account

We advise you to archive an account in order to keep the history of the entries related to this account in the accounting.

To archive, an account, follow the steps below:

1. Go to the Accounting tab, select Settings, and choose the bank tab

2. click on the archive icon, then confirm.

By archiving the account, it can no longer be used for data entry, but it will be displayed in the accounting documents. Your entries will remain linked to this bank account.

Once your account has been archived, it will be grayed out in the list of your bank accounts:

You can also unarchive the account if needed by clicking on the Unarchive icon:

📘 Download our free Accounting guide