Archiving Accounts

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If an account is no longer being used, you may decide to archive it to avoid further use and hide it on reports.

It's important to note that only an account with a $0 balance, no transactions in the current fiscal year, and no child accounts under it can be archived.

To archive an account,

  1. Navigate to the Chart of Accounts view and find the account you want to archive.
  2. To the right of the account name, click the box icon to archive the account.
    • Should you need to unarchive the account, simply click the box icon again.

Note: It's not recommended to rename an account for a different purpose. For the sake of historical data, all new purposes should receive their own account and old accounts should be archived.

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