Home Reconciliation How do I remove a file?

How do I remove a file?

Last updated on Sep 10, 2026

Short Answer: Click the trash delete icon to the right of the file entry inside the card and confirm deletion if prompted.

PreRequisites

  1. Be signed in.

  2. Permission to edit or delete files for Side A or Side B.

Steps

  1. Open the Side card and locate the file you want to remove for example File_name.csv.
    You see the file entry with a trash icon to its right.

  2. Click the trash icon next to the file.
    The app removes the file or prompts you to confirm deletion.

  3. If a confirmation dialog appears, confirm the delete action.
    The file is removed from the list.

  4. If you removed the last file, use '+ Add more files to Books' to add another.
    The dashed placeholder appears for adding files.

Troubleshooting

  1. Trash icon is not visible next to the file.
    LikelyCause: You may not have permission to delete files or the UI is in a read-only state.
    Action: Check your account permissions or contact an administrator; refresh the page to rule out a temporary UI issue.

  2. I clicked delete but the file is still listed.
    LikelyCause: Delete request failed or the page did not refresh.
    Action: Retry removing the file, then refresh the page. If it still appears, contact support with the filename.

Note: Deleting a file is immediate from the card. If unsure, check with your team before deleting production data.