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December 1, 2024
Question

Need to close one account

  • December 1, 2024
  • 1 reply
  • 1 view
No text available

    1 reply

    Level 6
    December 2, 2024

    Hi properisecontracting,

     

    Glad to have you join the Community. I'll be happy to guide you in the right direction so you're on the right path with your work. 

     

    Here's how to make an account inactive:

     

    1. Navigate to the Accounting menu.
    2. In the Chart of Accounts tab, find the account you want to make inactive. You can utilize the search box to easily find the account.
    3. Once you find the account, click the drop-down arrow under the Action column.
    4. Then, select Make inactive.

    Give this a try and let me know how you make out. I'll be one message away in case you need anything else.