Make unused bank accounts inactive

You can prevent yourself or others from creating transactions for a bank account by making it inactive. This is useful for when you have bank accounts you no longer use.

Once set to inactive, we hide the bank account when you create transactions. Although it will still appear in reports.

• All accounts
• Active accounts
• Inactive accounts

A bank account can't be set to inactive if:

• It's connected to a bank feed. You need to disconnect your bank feed first
• It's used to automatically post your payroll journal using the Payroll integration
• There are draft transactions entered

Set an account as inactive

To make a bank account inactive:

1. From Banking, open the relevant bank account.
2. Under Account Status, select Active.

3. Set the 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:

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