How To Delete Chart of Accounts on SAP Business One

When a company implements SAP, SAP Business One will provide options to define the Chart of Account, namely:

• Pre-defined Chart of Account Templates
• Import Chart of accounts from the old system
• Define a new Chart of Account

If companies choose the Pre-defined Chart of Account Templates, they certainly don’t have to bother creating new data or matching old data to the latest system. However, when using the Pre-defined Chart of Account Templates it means that we match our data with existing templates on a system that has already been created which may contain more data from the template and we don’t use it. To remove the unused CoA the way to do is:

1. In the SAP Business One main menu, select Administration menu > Setup > Financial > Edit Chart of Account.
2. In the Edit Chart of Accounts – Selection Criteria window select the CoA criteria you want to delete.
   

   SAP Business One Tips – How To Delete Chart of Accounts on SAP Business One

3. Press OK.
4. The Edit Chart of Account window will appear.
   

   SAP Business One Tips – How To Delete Chart of Accounts on SAP Business One

5. Choose which CoA you want to delete from the G / L Account by right-clicking > Advanced > Delete Account.
   
   

   SAP Business One Tips – How To Delete Chart of Accounts on SAP Business One

6. Then click Update.
   

Note: Accounts that have been used in a transaction cannot be deleted.

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