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CCH Software User Documentation

How to Delete a Company (CCH Practice Management)

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  1. On the main menu, click Maintenance > Internal > Company
  2. In the Companies window, to select the company you want to delete, click the blue margin cell next to it.  The row appears highlighted.
  3. Press the [Delete] key and then click Yes when prompted to confirm the delete action. The company is deleted.
  4. Click OK to close the window.

Note: you cannot delete companies that are being used by the system. If you try to delete a company that is associated with clients or employees, an error message is displayed.

 

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