Delete an Accounting Period

Before starting

You can check the following articles for more information on this topic:

• Basics of Accounting Periods
• Creating your Accounting Periods
• Modify an Accounting Period

It is possible to delete an accounting period. However, the operations to be carried out will not be the same depending on the case. In this article we will cover the following topics:

• Deleting exercises and related entries
• Delete an accounting period created by mistake

Deleting exercises and related entries

You want to start from scratch because the entries entered were "test" entries. It is possible to reset the accounting to delete all the accounting data and settings. 

Deleting a period will not delete the entries of the fiscal year because the entries are independent of the fiscal years.

If you want to delete all entries belonging to a fiscal year, follow these steps:

1. Go to Accounting > Settings > Mass Delete entries
2. Choose the date range on Mass Delete Entries

NOTE: This will irreversibly delete all entries within that date range.

Delete an accounting period created by mistake

You have accidentally created an accounting period and want to delete it.

1. Go to  Accounting > Settings > Periods
2. Click on the cross next to the accounting period you want to delete and save

If an error message appears, it is likely that entries exist in the period you are trying to delete. You can either delete the entries or extend the period to the next year to cover the date of the entries.

If you choose to change the entries' dates, please look at this article: edit/delete an entry.