Delete a company from Sage Construction Management
You can delete a company when it has no associated transactions, records, or contacts in the Company Profile page.
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If the company is linked to a vendor or customer in an accounting system through the AccountingLink, unlink it as described below for your specific accounting system:
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Unlink vendors or customers in the AccountingLink with Sage Intacct.
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Unlink vendors or customers in the AccountingLink with Sage 300 Construction and Real Estate.
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Unlink vendors or customers in the AccountingLink with Sage 100 Contractor.
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Unlink vendors or customers in the AccountingLink with QuickBooks Online.
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In the Vendor Hub, review and delete any transactions associated with the company.
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In the Company Profile, remove all contacts listed in the Contacts section.
- Go to Contact Management.
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Select the Companies tab.
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Optionally, use the Search field to filter the list.
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Select the actions (
) icon next to the company that you want to delete, then select Delete. -
In the dialog, select OK to confirm your action.
If transactions, records, or contacts are still associated with the company, the Referenced List dialog lists them. Use the links provided to review and delete these items before deleting the company.