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How do I delete a chart of accounts?

Article author
Kaitlyn Masseo
  • Updated

Summary

Account mappings imported with a chart of accounts file, or re-imported through the Account Mapping Settings page, cannot be deleted. The engagement data page is a cumulative import source, and each import contributes to the account mapping conditions of the engagement.

 


Resolution

There are 3 ways to remove unused accounts or adjust mappings:

1. Re-import a new, updated chart of accounts file.

The new file will override any existing mappings applied to the general ledger and trial balance account numbers. 

2. Export and re-import the account mapping summary.

Export all account mappings to Excel, apply any needed modifications to the account mappings, and re-import the updated version. This will override existing mappings.

You can also manually modify account mappings MindBridge on the Account Mapping Settings page, however, this can be time-consuming if many changes are needed.

Note: Deleting account mappings from the Excel export will not delete them from the tool upon re-import.

3. Use the "Delete Unused Mappings" feature.

If you have imported an incorrect file:

  1. View your account mapping on the engagement's Data page.
  2. On the Account Mapping Settings page, open the Additional options menu.
  3. Select Delete Unused Mappings.

Delete_Unused_Mappings.png

Deleting unused mappings removes any accounts not found in the imported general ledger or opening/closing balance files.

 


Note: An unused mapping is a mapped account that exists in the engagement's chart of accounts that is not present in any of the uploaded financial data (general ledger, opening/closing balance files). The chart of accounts contains account numbers found in the general ledgers and opening/closing balances, imported across the entire engagement. Deleting unused mappings will only delete mappings assigned to account numbers not found within any imported financial data.

 


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