Deactivate or delete an account

You can deactivate an account that you no longer need to prevent users from seeing it in pick lists. You can also delete an account from the Accounts list, unless the account is used in a book transaction.

After you delete an account, it cannot be restored. If you're unsure about deleting an account, set its status to inactive.

Deactivating alternate accounts

You can deactivate alternative accounts even if existing unpaid AP supplier invoices or open AR sales invoices were posted to the account. But you'll need to reactivate the account before posting transactions against the AP supplier invoices or AR sales invoices.

Deactivating subledger default accounts

You cannot deactivate an account if it's used as the default GL account on the Configure Accounts Payable or Configure Accounts Receivable page. Select a different GL account on the configuration page before deactivating the alternative account.

Subscription

Company

Regional availability

All regions

User type Business
Permissions Accounts: List, View, Edit, Delete

Deactivate an account

  1. Go to General Ledger > All > Accounts > General Ledger accounts.
  2. Find the account in the list.

  3. Select More actions > Edit at the end of the row.

  4. Change the Status of the account to Inactive.
  5. Select Save.
  1. Go to General Ledger > All > Accounts > General Ledger accounts.
  2. Find the account that you want to deactivate, and then select Edit.
  3. On the General Ledger accounts page, change the Status of the account to Inactive, and then select Save.

Delete an account

  1. Go to General Ledger >  All > Accounts > General Ledger accounts.
  2. Find the account that you want to remove.

  3. Select More actions > Delete at the end of the row.

  4. Select Delete to confirm.

You can be warned when you're about to delete an account or other type of record from Intacct. Select your login name at the top of any page, then select My preferences. On the Preferences page under Onscreen messages, select Warn on delete.
  1. Go to General Ledger > All > Accounts > General Ledger accounts.
  2. Find the account that you want to remove.
  3. Select Delete.
  4. Select OK to confirm.
If an account label references a General Ledger account, you must remove the account label before you can deactivate or delete the account. Account labels are set up in Accounts Payable, Accounts Receivable, and Expenses.