Overview

Deleting a client in LedgerSync is a permanent action and cannot be undone. Before proceeding, ensure that you have saved any necessary data. Follow the steps below to delete a client from your account.

Steps to Delete a Client

1. Log into the LedgerSync Application

   • Use your credentials to sign in to your LedgerSync account.

2. Backup Important Data

   • Save any required data for the client you are about to delete before proceeding.

3. Access Client Actions

   • Click on Client Action in the top bar.

4. Open Client List

   • Select Client List to view all clients in your account.

     How to Delete a Client in LedgerSync

5. Locate the Client

   • Use the search bar or scroll through the list to find the client you wish to delete.

6. Delete the Client

   • Click the red 'X' on the right-hand side of the client’s name (next to the Synchronize option).

7. Confirm Deletion

   • A confirmation prompt will appear. Confirm the deletion to permanently remove the client.

Important Notes:

• This action is irreversible—once deleted, all client data will be permanently removed.

• Ensure you have backed up all necessary records before proceeding.

• If you encounter any issues, contact LedgerSync Support for assistance.