How can I delete names from a list?

Legacy KB ID: 2154

Question

How can I delete names from my lists?

Answer

You can delete names from any of the name lists in Reckon Accounts (Customer, Supplier, Employee, Other Names) as long as the name is not used in any transaction in your company file.

To delete a name from a list:

1. Back up your Reckon Accounts data file.

2. From the Lists menu, choose the list containing the name you wish to delete.

3. Select the name.

4. From the Edit menu, choose Delete Name. If the name you're deleting is used in any transaction, Reckon Accounts won't allow you to delete the name, unless you first delete the associated transactions or change the name in those transactions. You have to delete transactions one at a time.

To delete or edit a transaction associated with a name:

1. From the Edit menu, choose Find.

2. From the Search For list, select Name.

3. From the Name list, select one or more names.

4. From the list of matches, select your transaction and double-click, or click Go To.

5. From the Edit menu, choose Delete [name of transaction].

6. Or, instead of deleting the transaction, change the name on the transaction and click OK.


Need more help?

Ask the Reckon Community at: https://community.reckon.com/categories/reckonaccounts

Or Log a Support Ticket: https://www.reckon.com/au/support/

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