How to delete Accounts in Summary when no longer active ?

Stuart's Avatar

Stuart

28 Jan, 2023 05:17 PM

There are some options to not show an account in the Summary when it is no longer being used and the balance is zero. I have ticked both boxes but accounts are still showing. I cannot outright delete the account as all past history is also deleted. Any help would be appreciated.

  1. 1 Posted by derekkent23 on 28 Jan, 2023 05:32 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Stuart

    To make an account inactive highlight the account in the Side Bar, list on the left and tick the Inactive box under TOOLS – ACCOUNTS – double click subject account – EDIT. This remove the account from the Summary page.
    Right click on the account in the Side Bar and select “Remove from Side Bar”. To add an account back in click the “+” at the bottom of the Side Bar.

    Hope this helps.

  2. 2 Posted by Stuart Jacobs on 28 Jan, 2023 05:35 PM

    Stuart Jacobs's Avatar

    Hi Derek,

    Thank you very much for your quick answer. It is much appreciated!

    I will now try it out.

    Thanks

    Regards,

    Stuart
    ———

  3. 3 Posted by Stuart Jacobs on 28 Jan, 2023 09:04 PM

    Stuart Jacobs's Avatar

    Hi Derek,

    It worked perfectly! Would you believe I had been trying to remove accounts that were no longer active fore at least 18 months!

    Thank you.

    Stuart
    -------

  4. 4 Posted by derekkent23 on 28 Jan, 2023 09:10 PM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Stuart

    Glad I was able to help.

    Have Fun, Stay Safe.

  5. Ethan closed this discussion on 29 Jan, 2023 10:05 PM.

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