{"id":9418,"date":"2024-05-02T13:24:53","date_gmt":"2024-05-02T12:24:53","guid":{"rendered":"https:\/\/churchtools.academy\/?post_type=docs&#038;p=9418"},"modified":"2025-09-09T11:40:42","modified_gmt":"2025-09-09T10:40:42","password":"","slug":"19-how-to-delete-an-accounting-year","status":"publish","type":"docs","link":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-delete-an-accounting-year\/","title":{"rendered":"How to delete an accounting year"},"content":{"rendered":"\n<p>To delete an existing accounting year, you must first remove all the data it contains.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">1. Delete donation receipts<\/h2>\n\n\n\n<p>If you have already created donation receipts for the accounting year, it is important that you delete them first in order to avoid errors later on.<\/p>\n\n\n\n<p>To do this, navigate via <em><strong>Finances<\/strong><\/em> (1) to <em><strong>Donor<\/strong><\/em> (2) and <em><strong>delete<\/strong><\/em> (4) all donation receipts that have already been generated.<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img fetchpriority=\"high\" decoding=\"async\" width=\"940\" height=\"375\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-401.png\" alt=\"\" class=\"wp-image-16569\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-401.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-401-300x120.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-401-768x306.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-401-360x144.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">2. Delete transactions<\/h2>\n\n\n\n<p>Next you have to delete all entered transactions.<\/p>\n\n\n\n<p>To do this, navigate via <em><strong>Finance<\/strong><\/em> (1) &gt; <em><strong>Master data<\/strong><\/em> (2) to the <em><strong>Accounting years<\/strong><\/em> (3), open the <em><strong>menu<\/strong><\/em> (4) of the accounting year you want to delete and delete all entries it contains (5).<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"940\" height=\"402\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-400.png\" alt=\"\" class=\"wp-image-16567\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-400.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-400-300x128.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-400-768x328.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-400-360x154.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">3. Delete accounts<\/h2>\n\n\n\n<p>Once you have deleted all donation receipts and transactions of the accounting year, you can delete all existing accounts.<\/p>\n\n\n\n<aside class=\"wp-block-group ct-box ct-box-blue has-text-color has-background has-link-color wp-elements-80af7bfe1f2cac9aad48f56ff78dd877 is-vertical is-layout-flex wp-container-core-group-is-layout-002f1c27 wp-block-group-is-layout-flex\" style=\"border-radius:8px;border-left-color:#e7c000;border-left-width:0.5rem;color:#3f3400;background-color:#ffe5644d;margin-top:var(--wp--preset--spacing--60);margin-bottom:var(--wp--preset--spacing--60)\">\n<p style=\"margin-top:0.5rem;margin-right:0.5rem;margin-bottom:0rem;margin-left:0.5rem\"><strong>Warning<\/strong><\/p>\n\n\n\n<p style=\"margin-top:0rem;margin-right:0.5rem;margin-bottom:0.5rem;margin-left:0.5rem\">Make sure that you have selected the accounting year that you want to delete later on, before you delete the accounts.<\/p>\n<\/aside>\n\n\n\n<p>To do this, navigate in the <em><strong>Master data<\/strong><\/em> (2) to <em><strong>Accounts<\/strong><\/em> (3) and select <em><strong>Delete all accounts<\/strong><\/em> (5) via the <em><strong>three-dot-menu<\/strong><\/em> (4).<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" width=\"940\" height=\"320\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-402.png\" alt=\"\" class=\"wp-image-16573\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-402.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-402-300x102.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-402-768x261.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-402-360x123.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">4. Delete cost centers<\/h2>\n\n\n\n<p>The last step is to delete all cost centers created in the accounting year.<\/p>\n\n\n\n<p>To do this, navigate in the <em><strong>Master data<\/strong><\/em> (2) to <em><strong>Cost centers<\/strong><\/em> (3) and delete each cost center individually by clicking on the <em><strong>bin icon<\/strong><\/em>(4).<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"402\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-400.png\" alt=\"\" class=\"wp-image-16566\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-400.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-400-300x128.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-400-768x328.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-400-360x154.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">5. Delete accounting year<\/h2>\n\n\n\n<p>Now you can finally delete the accounting year in the <em><strong>Master data<\/strong><\/em> (2) by clicking on the <em><strong>bin icon<\/strong><\/em> (4).<\/p>\n\n\n\n<figure class=\"wp-block-image\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"320\" src=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-402.png\" alt=\"\" class=\"wp-image-16572\" srcset=\"https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-402.png 940w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-402-300x102.png 300w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-402-768x261.png 768w, https:\/\/churchtools.academy\/wp-content\/uploads\/2024\/06\/image-402-360x123.png 360w\" sizes=\"(max-width: 940px) 100vw, 940px\" \/><\/figure>\n\n\n\n<aside class=\"wp-block-group ct-artikel-zum-weiterlesen has-background is-layout-constrained wp-container-core-group-is-layout-89fd719a wp-block-group-is-layout-constrained\" style=\"border-radius:8px;background-color:#f9fafb;margin-top:24px;margin-bottom:24px;padding-top:32px;padding-right:24px;padding-bottom:32px;padding-left:24px\">\n<h4 class=\"wp-block-heading has-medium-font-size\">Read more<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-add-a-new-accounting-year\/\" data-type=\"docs\" data-id=\"9408\">How to add a new accounting year<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-set-up-an-account-chart\/\" data-type=\"docs\" data-id=\"9427\">How to set up an account chart<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/19-how-to-add-taxes\/\" data-type=\"docs\" data-id=\"9414\">How to add taxes<\/a><\/li>\n<\/ul>\n<\/aside>\n","protected":false},"excerpt":{"rendered":"<p>To delete an existing accounting year, you must first remove all the data it contains. 1. Delete donation receipts If you have already created donation receipts for the accounting year, it is important that you delete them first in order to avoid errors later on. To do this, navigate via Finances (1) to Donor (2) [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"doc_category":[441],"doc_tag":[],"knowledge_base":[224],"class_list":["post-9418","docs","type-docs","status-publish","hentry","doc_category-master-data-finance","knowledge_base-churchtools-modules"],"pp_statuses_selecting_workflow":false,"pp_workflow_action":"current","pp_status_selection":"publish","acf":[],"year_month":"2026-04","word_count":222,"total_views":"2462","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Jasper Stehmeier","author_nicename":"jstehmeier","author_url":"https:\/\/churchtools.academy\/en\/author\/jstehmeier\/"},"doc_category_info":[{"term_name":"Master data","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/master-data-finance\/"}],"doc_tag_info":[],"knowledge_base_info":[{"term_name":"Modules","term_url":"https:\/\/churchtools.academy\/en\/help\/churchtools-modules\/","term_slug":"churchtools-modules"}],"knowledge_base_slug":["churchtools-modules"],"_links":{"self":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9418","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/comments?post=9418"}],"version-history":[{"count":3,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9418\/revisions"}],"predecessor-version":[{"id":39521,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/docs\/9418\/revisions\/39521"}],"wp:attachment":[{"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/media?parent=9418"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_category?post=9418"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/doc_tag?post=9418"},{"taxonomy":"knowledge_base","embeddable":true,"href":"https:\/\/churchtools.academy\/en\/wp-json\/wp\/v2\/knowledge_base?post=9418"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}