Some accounts might no longer be in use or retired.

To mark an Account as Inactive, follow these steps:

  1. Click into the Accounting tab on the sidebar.
  2. Click into Chart of Accounts.
  3. Locate the Account you would like to mark as Inactive and click the three grey dots on the right-hand corner.
Click the three grey dots on the right-hand corner of the Account you wish to deactivate. Select Mark as Inactive.
  1. Click Mark as Inactive. This will deactivate the Account.
  2. You can also choose to select multiple Accounts by using the checkboxes on the left and click the Mark as Inactive button.