Delete old records

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.

You can also delete multiple records at a time in all modules except Bank accounts.

TIP:

If you're not ready to remove all transactions from a record, you can hide records instead by flagging 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 our delete old bank and nominal records article 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 b ack up your data and the Compress Data option.