Delete Accounts

Delete Accounts

I figured out how to delete accounts. Delete all Rules. Make all Categorized transactions Uncategorized. Unmatch all Matching transactions. Delete all Manually Added transactions. Make sure account is $0.00 in Zoho Books and $0.00 at the bank. Then go to the account and hit the gear icon and choose Delete. If if balks at you, then you still have either a Rule, a Categorized transaction, a Matched transaction, or a Manually Added Transaction somewhere either in the account that you are trying to delete, or one of your other accounts.

If you had previously transferred funds from one account to another that you want to delete, then these have to be unmatched in the other account that you want to keep.


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