How to Delete and Restore Bank Accounts

Written By Team Flobiz

Last updated 14 days ago

Overview:
Learn how to delete outdated or incorrect bank accounts from your myBillBook and restore them if needed.

Prerequisites:

  • Admin-level access to perform deletion.

  • Bank account should not be linked to active GST/TDS filings.

Step-by-step instructions:

  1. Open the app and go to Cash & Bank.

  2. Select the account you want to delete.

  3. Tap the Delete button.

  4. Confirm your action via the popup.

  5. To view or restore deleted accounts, use the Active/Deleted filter.

  6. Click Restore if needed.

Screenshots:

FAQ