Delete, Archive or Restore an Account in Your Chart of Accounts

• If there is an unused account then you can remove it by permanently deleting it. 
• If you no longer need an account then you can Archive it. You can later restore the archived accounts.

How it Works 

• Deleting an account will permanently remove it from your chart of accounts. You won’t be able to delete an account if you’ve used it in a transaction, even if you have later changed the account used by the transaction or removed the transaction completely. 
• Clickentry suggests you archive an account that you don’t want to use anymore. It doesn’t make any impact on transactions already entered on the account. You can restore archived accounts.  
• Locked or system accounts can not be deleted.  

Delete an Account 

1. In the Settings menu, select Account Settings. 

2. Click on the Chart of Account under Organization. 

3. Select the checkbox next to the Account you want to delete. 

4. Click on the Delete button. 

5. Click Ok to confirm. 

Archive an Account 

1. In the Settings menu, select Account Settings. 

2. Click on the Chart of Account under Organization. 

3. Select the checkbox next to the Account you want to archive. 

4. Click on the Archive button. 

5. Click Ok to confirm. 

Restore an Archived Account 

1. In the Settings menu, select Account Settings. 

2. Click on the Chart of Account under Organization. 

3. Select the Archived Accounts status tab. 

4. Select the checkbox next to the account you want to restore. 

5. Click on the Restore button. 

6. Click Ok to confirm.