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.
4. In the “Actions” column, open the three-dots menu and choose “Deactivate Account.”
5. 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.