Delete a Category
Description

You can delete a category if you haven't used it in any transactions. This helps keep your chart of accounts tidy if you create one by mistake.

When you delete a category, the program removes it from your chart of accounts permanently. If you've already used the category on a transaction, hide it instead. For details, see Show or hide a category.

You can't delete the following:

  • Control accounts
  • Bank accounts
  • Any category you've used on a transaction
  • Any category you've assigned as a category

    EXAMPLE:

    Default ledgers for a Customer, Supplier, Product, or Transaction.

Cause
Resolution

CAUTION:

Deleting a category is permanent. You can't restore a category after you delete it.

  1. Go to Settings, then Business settings, select Chart of accounts.
  2. Select the category you want to delete.
  3. Choose Delete ledger account.
  4. On the confirmation message, select Delete ledger account to confirm.

Sage Accounting removes the category from your chart of accounts.

Steps to duplicate
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