How do I delete a bank account that I created?

Support
1

I’m brand new to QuickFile. I’m trying to set up bank accounts, loan accounts, etc.

I’m finding QuickFile to be unforgiving. I set up a loan account, realised that I’d put in the wrong opening balance, and can’t change it. So, I tried to delete the account, and it won’t let me.

Similarly, QuickFile automatically set up several accounts when I created my QuickFile account, and I can’t delete one of them. The account has no transactions, and the balance is zero.

How do I delete accounts or modify an opening balance, please?

2

It’s OK. I managed to figure it out.

For my own records, I go to Banking > All bank accounts > find the account > Options > Account Settings > Modify Opening Balance.

When I tried this before, I didn’t see “Modify Opening Balance”.

3

Glad to hear you managed to sort this @paddylandau!

If you need any further help, please don’t hesitate to ask :slight_smile:

4

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