How do I mark an account as Inactive?
Some accounts might no longer be in use or retired.
To mark an Account as Inactive, follow these steps:
- Click into the Accounting tab on the sidebar.
- Click into Chart of Accounts.
- Locate the Account you would like to mark as Inactive and click the three grey dots on the right-hand corner.
- Click Mark as Inactive. This will deactivate the Account.
- You can also choose to select multiple Accounts by using the checkboxes on the left and click the Mark as Inactive button.