Mark a bank account as inactive
Description

If you no longer use an account, marking it as inactive prevents you from creating transactions for that account.

You can't make a bank account inactive if it’s connected to a bank feed. You’ll need to disconnect your bank feed first.

 NOTE: To mark bank accounts as inactive, you need to upgrade to Sage Sole Trader Paid.

Cause
Resolution

Mark the account as inactive

  1. Select the profile icon in the top-left corner and choose Banking.
  2. Select the bank account and choose Record account as inactive.

 

Steps to duplicate
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