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Let's work together to ensure you can remove the duplicate bank account, newcastleptsa. The reason for the grayed-out button could relate to your role access or browser-related issues.
To ensure you can delete the duplicate bank account, confirm with the company or primary admin whether your role access and rights allow you to make these necessary changes.
You can share these steps with your primary admin to verify your access.
Once you've verified that you have the required access, we can start removing the duplicate account. This process can be accomplished in two ways: by accessing either the Bank Transactions or the Linked Accounts page. Please follow these steps.
To remove the account on the Linked Accounts page, refer to these steps:
On the other hand, if you're the Company Admin or have a Standard All Access, In-house Accountant role, you should be able to do it. In this case, we can troubleshoot this together to ensure the button is not grayed out. Outdated cached files can occasionally lead to unexpected system issues, which may have caused the feature not to work as intended.
You can do this by using the following keyboard shortcuts:
Return to your regular browser once the button is no longer grayed out and you have made the necessary changes. Clear your cache for a fresh start. You can also switch to other installed supported browsers, which is a good alternative.
Please bear in mind if there's a duplicate bank account, it will also show up on the Chart of Accounts list. Let's make it inactive to ensure it won't appear in your Balance Sheet report, as the option to delete them is unavailable. I still recommend consulting your accountant before taking any of the steps mentioned.
Here's a step-by-step guide:
Additionally, you can choose to merge them both. However, you'll need to delete all the transactions linked to the duplicate bank account first.
Moreover, check out these extra guides for managing your bank transactions:
I understand the importance of keeping your accounts organized and free of duplicates. By following the suggested steps, you can guarantee the accuracy of your financial reports. I'll always strive to ensure your concerns are addressed promptly.
Thank you!! This is helpful.
You're always welcome.
We're glad to hear that the steps provided by my colleague have helped with your issue. And thank you for sharing. We want to ensure our users are on top of their business.
On the other hand, to keep your accounts and bank data accurate from time to time, I recommend checking these articles for tips and guides:
If there's anything else we can assist you with, please feel free to visit the Community. I wish you a prosperous rest of the year! Have a great day!
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