Make unused bank accounts inactive

The Banking page has three tabs, allowing you 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,

1. Go to Banking and select the bank account you want to make inactive.
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, go to Banking and:

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.