Make unused bank accounts inactive

Created on 30 June 2023 | Last modified on 25 September 2023

Summary

How to make unused bank accounts inactive in Sage Accounting.

Resolution

When you have bank accounts that you no longer use, you can prevent transactions being created for that bank account by making it inactive.

Once set to inactive, the bank account is hidden when creating transactions, although it will still appear in reports.

The Banking page has three tabs, allowing you to see all your accounts, just the active ones or just the inactive ones.

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

Set an account as inactive

To make a bank account inactive:

Under Account Status, select Active.
Set the status to Inactive.
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:

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