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Delete old records

Created on  | Last modified on 

Summary

How to delete records in Sage 50 Accounts that you no longer use.

Description

It's useful to remove records that you no longer use. This reduces the number of old records you have to look through and helps you find things quickly. You can delete records if they have no balances or transactions remaining on them.

 TIP:  If you're not ready to remove all transactions from a record, you can hide records instead by Flag a single record as inactive. 

Resolution

Delete customer and supplier records

You can delete customer or supplier records if they have no balance, no transactions, and aren't associated with a project.

Delete bank and nominal records

Delete bank accounts from within the nominal ledger.

You can delete nominal records if:

  • Their balance is zero
  • They have no associated transactions
  • They aren't a control account
  • They aren't the default cash sales bank account

Visit Delete old bank and nominal records for more information on how to do this.

Delete product records

You can delete old product and service records if they:

  • Have no remaining stock quantity
  • Don't have any associated transactions
  • Aren't associated with a bill of materials

Next steps

After deleting records, we recommend that you Back up your data and The Compress Data option.