Make financial accounts inactive

You may want to make a financial account that has transaction activity inactive if you no longer use that account but you might do so in the future.

Note: You can edit transactions associated with an inactive financial account.

  1. From the company setup menu, choose Financial Accounts.
  2. Click the account you want to make inactive.
  3. Mark the Make account inactive checkbox.
  4. Click Save.

Notes

  • When you make a financial account inactive, that account will no longer appear in the list of accounts in the Financial Accounts screen by default. Also, the inactive financial account will not appear in the Banking screen for selection on new transactions.
  • To see inactive accounts, mark the Include Inactive checkbox in the Financial Accounts screen. Inactive accounts appear in italicized text in the list.
  • To reactivate an account, mark the Include Inactive checkbox in the Financial Accounts screen, click the inactive account, clear the Make account inactive checkbox, and click Save.