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Delete a bank account

Written by Christopher Dosin
Updated this week

Cybooks creates a Chart of Account for every bank account that's named after the Bank Account name.

Do delete or archive a bank account, you need to get the bank account name first:

After you've identified the name of your bank account,

go to More -> Chart of Accounts.

You can use the searchbar to search for the account name.

Next, check the checkbox for your account and click the Delete button.

You will now see a confirmation message to delete or archive your bank account

If a bank account has already transactions, this bank account can't be deleted and will be archived instead.

If you have a connected bank account, the connection will be removed: No matter if the account is deleted or archived.

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