Delete a Record or Transaction

Use this procedure to remove a record (for example, employees, inventory items, customers, or vendors).

Open the record or transaction in its maintenance or task window.
Select the Delete toolbar button to remove the record or transactions.

If the record has outstanding transactions associated with it, you will not be allowed to delete the record. For example, you cannot delete a customer if there are invoices that reference that customer.

If the transaction has a "partner," you cannot delete the transaction. For example, you cannot delete a sales invoice if a receipt has been applied to it. Once you delete the receipt, you can delete the invoice.

What do you want to do next?

Look up records or transactions in a list
Edit a record or transaction
Perform other basic procedures
Read the window basics overview