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Deactivate an Account

Deactivating an account removes it from the active Chart of Accounts list without deleting its history. Use this when an account is no longer in use but you don’t want to lose the transactions and reports tied to it.

Steps

  1. Click on the Financials tab on the vertical Dashboard menu at the left side of the screen.
  2. Click on the Chart of Accounts tab.
  3. Click the account you want to deactivate in the account list.
  4. Click Edit account at the bottom of the account details panel on the right.
  5. In the Edit Account panel, click Deactivate Account at the bottom.
  6. In the DEACTIVATE ACCOUNT? window that opens, click the Deactivate button to remove the account from the active list.

To close the DEACTIVATE ACCOUNT? window without making changes, click Cancel or the X in the top right corner.

Tip: To view accounts after you’ve deactivated them, turn on the Show Inactive toggle switch above the account list.