Make a bank account active or inactive

If your client no longer uses a particular bank account, you can change the status of a bank account to inactive. Inactive bank accounts aren't available for selection on new transactions or vendor records.

Change the bank account status to inactive

  1. Select
    Setup
    then
    Bank Accounts
    .
  2. Select the bank account you need then select
    Edit
    .
  3. Mark the
    Inactive
    checkbox in the
    Main
    tab and save the bank account record.

Change the bank account status to active

  1. Select
    Setup
    then
    Bank Accounts
    .
  2. Mark the
    Include inactive
    checkbox in the upper-right corner of the screen to show all active and inactive bank accounts.
  3. Select the bank account you want to reactivate then select
    Edit
    .
  4. Clear the
    Inactive
    checkbox in the
    Main
    tab and save the bank account record.
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