Cancel account in the Management Report effortlessly

Aug 6th, 2022
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How to Cancel account in the Management Report

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hello there this is the bookkeeping master on YouTube welcome to this video thank you for taking the time to view this video this is the first of a series of videos that will go through how to create management accounts or management reports using Microsoft Excel or similar packages there are other packages out there where you can create spreadsheets theyre very similar to excel in the layout is very similar also so how to create management accounts and management reports on excel or similar packages now I own a well-established bookkeeping business and have done for a number of years now and I started the bookkeeping master YouTube channel a couple a couple of years ago and Ive created a hundred-plus videos on bookkeeping and accounting in this series of videos I want to show you how I create management accounts because it might keep in practice I have a number of small clients and new businesses that dont have a counseling software so I provide their business owners and directors

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Your chart of accounts refreshes and an Inactive column and a Delete column are added. For the accounts you want to delete or make inactive, check the boxes in the appropriate columns. Accounts that have the word No in the Delete column cannot be deleted from your chart of accounts.
To delete an account from the chart of accounts, there must be no transactions posted to the general ledger that reference the account ID. If an account has a nonzero balance, you must delete or remove transactions associated with it. These can include beginning-balance entries.
To delete an account, heres what youll need to do: Click on the gear icon at the top. Under Your Company section, select Chart of Accounts (COA). Look for the account that you want to delete. In the Action column, choose the drop-down then click Delete. Click Yes when asked if you want to delete.
Remove a Google or other account from your phone Open your phones Settings app. Tap Passwords accounts. Under Accounts for, tap the account you want to remove. To confirm, tap Remove account. If this is the only Google Account on the phone, youll need to enter your phones pattern, PIN, or password for security.
From Management reports, select the Action dropdown for a report, then select Edit. You can change the Template name or the Report period on the screen that appears. Other options are in different sections you can select from the side panel.
To delete an account from the chart of accounts, there must be no transactions posted to the general ledger that reference the account ID. If an account has a nonzero balance, you must delete or remove transactions associated with it. These can include beginning-balance entries.
Click on the gear icon at the top. Under Your Company section, select Chart of Accounts (COA). Look for the account that you want to delete. In the Action column, choose the drop-down then click Delete.
Go to the Lists menu, then select Chart of Accounts. Select the account you want to delete. Go to the Edit menu, then select Delete Account. Select OK.

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