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Delete old records

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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 flagging them 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.

See delete old customer or supplier records for full step by step guidance. 

Delete bank and nominal records

Delete bank accounts from within the nominal ledger.

You can delete nominal records if they have no remaining balance, no associated transactions and they aren't a control account or 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 product records if they have no remaining stock quantity, no associated transactions and are not associated with a bill of materials.

To find out more, visit delete old product and service records.

Next steps

After deleting records, we recommend that you take a backup and compress your data.