Deleting Financial Institution Records

You can delete a financial institution record if it does not have any format profiles that have been used to import data. If the financial institution record has associated imports, you can only inactivate it and the associated format profiles. For more information, see Modifying Financial Institution Records.

When you delete a financial institution record, NetSuite deletes the associated format profiles.

To delete a financial institution record:

  1. Go to Setup > Accounting > Financial Institution > List.

  2. Next to the profile you want to delete, click Edit.

  3. Click Delete.

    NetSuite displays a confirmation message.

  4. Click OK.

Related Topics

Financial Institution Records
Creating Financial Institution Records
Format Profile Creation
Modifying Financial Institution Records
Modifying Format Profiles
Deleting a Format Profile
Viewing the List of Financial Institution Records

General Notices