If you set up a trial or demo company in BrightBooks that you no longer need, you can remove it from your account.
Steps
- Log in to BrightBooks.
- Open the business selector at the top of the screen and go to the Businesses screen.
- Find the trial company you want to remove in the list.
- Select the inline menu (three dots) beside the business name.
- Choose Remove.
- Confirm the removal when prompted.
Note: If the business does not appear in your default list, change the filter at the top right of the Businesses screen to ALL to see every business, including trials, before removing it.