Deactivate an Account

If you no longer need an account, deactivate it so it no longer appears in Financials.

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. In the “CHART OF ACCOUNTS” window that opens, locate the account name in the list and click on it to select it.
4. In the sidebar on the right, click on the “Edit Account” link to open the “EDIT ACCOUNT” sidebar.
5. In the “EDIT ACCOUNT” sidebar, click on the “Deactivate Account” link.
6. In the “DEACTIVATE ACCOUNT?” window that opens, click on the “Deactivate” button to deactivate the account and return to the “CHART OF ACCOUNTS” screen.
• If you opened the “DEACTIVATE ACCOUNT?” window by mistake, click on the “Cancel” button, press the “Esc” key, or click on the “X” in the top right corner of the window.