Hiya Esther, welcome to Xero! You can delete a bank account if there’s no transactions posted through it. If there has been transactions, it can only be archived. Either option can be done in the Chart of Accounts screen, by selecting it and clicking Delete or Archive. More info here:).
How do I delete an account from the chart of accounts?
Go to Accounting> Advanced> Chart of Accounts. If the account has no transactions in it, check the box to the left, then click Delete at the top of the list.
While we were writing we ran into the inquiry “How do I unlock a non-system account that is padlocked?”.
The most common answer is, if, for example, a non-system account such as Cleaning Expenses is linked to a repeating bill, it will be padlocked in the COA. To unlock it, first navigate to repeating bills and remove its use. This will auto remove the padlock.
How do I unlock a locked account in xero?
If the account you want to unlock is a system account, this cannot be unlocked. Hover over the padlock symbol for this account and it will explain. Xero also locks other accounts used for: If the account you want to unlock is a system account, this cannot be unlocked. Hover over the padlock symbol for this account and it will explain.
There isn’t a reset option that will remove all your data in one step. To start again, you’ll need to export your data individually, add a new organisation, and then import your data into the new organisation. Before you restart your Xero organisation, first check these scenarios to see if there’s an easier fix.
One of the next things we wondered was: how do I Reset my Xero password?
Enter the email address you use to log in to Xero, then click Send link . Check your email inbox. Once you’ve received our email, use the link to reset your password. If you’re still waiting for our email, check your junk or spam folders. Sometimes emails from the @xero. Com and @ post ., and xero. Com domain can get caught in spam filters.
How do I change the email on my Xero account?
Click on your initials or profile image, then click Account. Next to Email address, click Change. Enter your new email address, your login password, and click Save. Log in to the email account to which you just changed your Xero email, and open the email from Xero.
Another thing we wondered was what do I do if my Xero email account is inactive?
Log in to Xero using your new password. If you can’t access your inbox due to the email account being inactive, ask your IT admin to re-activate the email address. Alternatively, contact Xero Support to verify your Xero account.
There’s very little in Xero that can be completely removed so as to protect the integrity of data. It means that mistakes can be unraveled, and untoward behaviour prevented. Could you give a little background on why you need this removed, and I might be able to suggest something for you.
When we were reading we ran into the question “How do I reactivate my Xero organisation?”.
Only the subscriber for that organisation can reactivate it. Click on the organisation name, then select My Xero. Click Reactivate for the organisation you want to reinstate. Confirm your plan and click Continue to billing details. If you have any outstanding charges, these will display when you confirm your pricing plan.
Is there more in store for Xero Bank feeds?
There’s more in store, as we come up with the best way to take on your thoughts and share developments I am new to Xero and in the middle of setting up bank feeds. In the process I tried to set up an account which I discovered does not have a direct feed and as a result I would like to delete this from my accounts page.
How can I get involved in the Xero business community?
Ask questions, dish out answers, and get involved. You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.
It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved. You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there ; and you can restart conversations you feel have been of huge value to you on Xero Central.