How do I Delete a Bank Account?

  • Updated
Contact Support to delete a Bank or Credit Card account from your Banks & Registers tab in the Accounting section.
When you are setting up your Bank and Credit card accounts, keep in mind CARET Legal automatically starts you off with one Operating Account and one Trust Account. The account names and details can be edited to fit your needs. You can also create additional bank accounts and credit card accounts.
Bank and Credit Card accounts should always be created under the Banks & Registers tab of the Accounting module, and not directly from the Chart of Accounts. Creating the account under the Banks & Registers tab establishes a register for that account, whereas if it is created from the Chart of Accounts it will only be available to be viewed on the General Ledger.

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