As I’m new to Quickfile, I set up a test bank account (called Test) and uploaded a CSV file to check all was well.
When I finished testing I deleted the test account, and Quickfile confirmed the deletion. However, when I re-open the list of my accounts - it’s back again. I have delted the Test account several times, logged off and on etc, but every time I delete the test account it re-appears!
As it suggests, when you delete something it should be deleted - bit odd that one!
Can you let me know if it’s still appearing today please, and if so would you be able to provide me with your account number please so we could take a look?
Just had another shot at deleting the account. I found that after I had deleted the ledger entries of the account it stayed deleted. I found this by mistake after I attempted to change the opening balance of the test account to zero; the software directed me to the ledger for some reason. Anyway, after I deleted the ledger entries, the account stayed deleted, but why does QF confirm that a an account has been deleted then brings it back again without the reason?
I’m totally new to this, and finding my feet as I go, many thanks for the patience.
Hi, I’m new here too and get the same problem of the bank account not deleting. I uploaded an excel file as a test and have no idea of how to get rid of it. I’ve looked on the site and can’t find anything that says “ledger” either.
Any help would be very appreciated as I can’t move forward until I can get rid of the bank account I put in.
Thanks
You can delete all the transactions (page by page) by clicking the top checkbox, and then clicking ‘Delete Selected’. Although, bear in mind, if they are linked to an invoice, this will become unpaid.