Working with inactive accounts

  • Set unused bank accounts as inactive.
  • Inactive status hides the accounts on selection lists.
  • Inactive accounts still show in reports and completed transactions.

Set an account as inactive

To make a bank account inactive, go to Banking and:

  1. Select the bank account from your banking list.
  2. Go to Account Status and select Active.
  3. Set status to Inactive.
  4. Save your changes.

The bank account will show as inactive on the banking list.

Remove the inactive flag

To make a bank account active again, go to Banking and:

  1. Select the bank account from your banking list.
  2. Go to Account Status and select Inactive.
  3. Set status to Active.
  4. Save your changes.

View inactive accounts

From your banking screen, select a tab to choose your view:

  • Inactive accounts

  • Active accounts

  • All accounts