How to Delete and Restore Bank Accounts

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Learn how to delete outdated or incorrect bank accounts from your myBillBook and restore them if needed.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

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FAQ