Activate, deactivate, or delete an account

When an account is no longer needed, you can deactivate it to hide it from active use, or delete it if it has never been used. This keeps your Chart of Accounts tidy without losing history.

Activate or deactivate an account

1. From the Accounting menu, open Accounts.
2. Find the account you want to change.
3. Use the toggle action on the account to switch it between active and inactive.

You’ll see a confirmation telling you whether the account was activated or deactivated. Deactivating keeps the account and its history but removes it from selection lists.

Delete an account

1. Open the account you want to remove.
2. Choose the delete action.

An account can only be deleted if it can be safely removed. The system blocks deletion and shows a message if the account is a system account, has transactions, or has child accounts.

Warning: Deleting cannot be undone. If an account has any history, deactivate it instead of deleting it. To move existing transactions to a different account before retiring one, see the unused accounts report and migration.