Delete an Account group

For multi-entity shared users: This is a master object, which can either be common (that is, accessible) to all entities, or exclusive (private) to a specific entity. Learn more about account groups in a multi-entity shared environment.

Account groups can be deleted as long as they aren't used by any report object such as:

  • Financial reports
  • Graphs
  • Performance cards
  • Project summary statistics
Subscription

General Ledger

Regional availability

All regions

User type Business
Permissions Account Groups: List, View, Delete

  1. Go to Reports > Setup > Accounts > Account groups.

  2. Find the account group.

  3. Select More actions > Delete at the end of the row.

  4. Select OK to verify that you want to delete this account group.

  1. Go to Reports > Setup > Accounts > Account groups.

  2. Find the account group and select Delete.
  3. Select OK to verify that you want to delete this account group.

If you try to delete an account group that's used by a report object, select OK to see the account group being used and what report object is using it.

Change the report object to use a different account group or delete the object before deleting the account group.