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Set up your client

Delete a client record

Accounting CS lets you, under specific conditions, select a client for complete and permanent deletion. When you delete a client record, the application deletes all related client data from the database. Deleting a client record doesn't decrease the overall size of the database. Instead, it frees up the space previously occupied by that record, making it available for new data to be written into. Once the client record is deleted, the client ID, EIN, and name of that client are available for use for another client.
note
If a client record is deleted in error, the only recovery option is to restore the entire firm database, which could result in data loss and down time.
You may want to delete a client record under any of the following circumstances:
  • The client record was added in error.
  • A CSA client conversion was done with incorrect options selected or with an unexpected result.
  • The client record was added with critical errors making data correction impractical.
note
To avoid accidental data loss, the client deletion option is available only to staff who have explicit privileges to do so. If
Delete
 in the
Clients
 screen isn't enabled, you don’t have the user rights to do so.
You can't delete a client record under any of the following circumstances:
  • The client is the Firm client.
  • The client has any open, funded impound transactions.
    note
    Prior to v.2021.2.0, you were not able to delete clients that had impound transactions. With v.2021.2.0 (and later), you can delete clients with impound transactions as long as there are no open funded transactions. You'll need to print, finalize, or delete any open funded transactions before you can delete the client.
  • The client is the "bill to" client for another client.
    note
    You can delete a "bill to" client if you first unmark the
    Bill to other client
     checkbox from the other client (on the
    Billing
     tab of the
    Setup
    ,
    Clients
     screen). If the "bill to" client has any pending (unprinted) fees for another client, the fees will be moved to the original client during the deletion process.
To delete a client record, follow these steps.
  1. Select
    Setup
    , then
    Clients
    .
  2. In the
    Clients
     screen, select the client you want to delete.
  3. Select
    Delete
    .
  4. In the
    Delete Client Confirmation
     window, enter the client ID of the client you want to delete, then select
    Delete
    . The
    Client Delete in Process
     window displays until the delete process is complete.

This article applies to:

  • PRODUCT: Accounting CS

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