How do I delete an account for this entity

Overview

This article explains how to remove an account, such as an investment or expense account, from a specific entity.

If an account is linked to multiple entities and has transactions posted to it, the account cannot be deleted. In this case, the account must be unlinked from the relevant entity instead.

Instructions 

1. Navigate to the Chart of Accounts screen.
2. Search for and locate the account you want to remove.
3. Select the account. 
   
4. Press "Select entities" 
   

5. Using the Multi Entity Selector, remove the entities that should no longer have access to the account from the Attached column.

   

6. Once completed, select Save Changes.