To Deactivate an Account

An account that has transactions posted cannot be deleted; if the account is no longer being used, you can instead deactivate it. Once it has been deactivated, the account remains in the database but does not appear in any selector box on data entry forms among the accounts listed for selection.

You use the Chart of Accounts (GL202500) form to deactivate an account.

Note: To open any form, you can navigate to it or search for it (by its name or by its form ID without periods). For more information about search capabilities, see Search.

To Deactivate an Account

  1. Open the Chart of Accounts (GL202500) form.
  2. In the Search box at the top right of the form, type a text to search and review the results to find the account you want to deactivate.
  3. Click the row with the account you want to deactivate.
  4. In the Active column for the account, clear the check box.
  5. On the form toolbar, click Save.