To Deactivate a Subaccount

A subaccount that has transactions posted cannot be deleted; if such a subaccount is not used anymore, you can instead deactivate it. After the subaccount has been deactivated, it remains in the database but does not appear in the list of subaccounts for selection on data entry forms.

You use the Subaccounts (GL203000) form to deactivate a subaccount.

To Deactivate a Subaccount

1. Open the Subaccounts (GL203000) form.
2. In the Search box at the top right of the form, type a segment value, and review the results to quickly find a subaccount.
3. Click the row with the subaccount you want to deactivate.
4. In the Active column for the subaccount, clear the check box.
5. On the form toolbar, click Save.