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Remove Name Field from the Accounting Contract

Remove Name Field from the Accounting Contract

Aug 6th, 2022

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How to Remove Name Field from the Accounting Contract

4.7 out of 5

6 votes

In this tutorial, the speaker explains how to remove pending restrictions due to an accountant's copy in QuickBooks. If you've previously created an accountant's copy with a dividing date, you may need to remove it to either change your accountant or resend the copy. To do this, go to "File," then select "Send Company File" and choose "Accountants Copy." Finally, click on "Remove Restrictions." The speaker warns that after removing the restrictions, you cannot accept the original accountant's copy anymore, so ensure you are certain before proceeding.

Got questions?

Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.

How do I Delete a related contact in Salesforce?

-- On the contacts list page or in the Contacts related list of any account, click Delete next to the particular contact record you want to delete. -- Click Delete on the contact detail page.

What is related contacts in Salesforce?

What are Account Contact Relationships? Account Contact Relationships enable you to define the role a contact has to their account, and any other account in your Salesforce org, if you wish to do so. Example roles that come out of the box are Business user, Executive Sponsor, Influencer, plus others.

Can I edit a contract after it has been activated?

Yes, clients can amend existing contracts. See this tutorial for more information. The amended contract will need to be re-signed by both parties to take effect.

How do I delete related contacts?

Delete contacts A single contact: Tap the contact. At the top right, tap More Delete. Delete. Multiple contacts: Touch and hold a contact and then tap the other contacts. Tap Delete. Delete. All contacts: At the top right, tap More Select all Delete. Delete.

How do I Delete a contract record in Salesforce?

Delete a contract type: From Setup, in the Quick Find box, enter Contract Type. Click Contract Type. Click the down arrow next to the contract type that you want to delete and then click Delete.

How do I delete duplicate contacts in Salesforce?

Steps to delete Duplicate Record Set from your organization Log into Data Loader. Click Export. Select Show all Salesforce objects and select Duplicate Record Set (DuplicateRecordSet) object. Select Id and any other desired fields and follow the prompts to complete your export.

How do I delete associated records in Salesforce?

Delete Records Find and open the record you want to delete. Click Delete.

How do I change my account on an activated contract?

Once a Contract has been activated, Account Name And Contract Currency fields would be not editable. In order to change the Account on which the Contract resides, delete the Contract and create a new one.

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