Deactivate Bank Account

Deactivate bank account

Deactivate Bank Account


Note: Bank accounts may only be made inactive in Cashbook Platinum

To deactivate a bank account but not delete it:

Step 1: Banks

  • Chart tool bar icon
  • Banks tab

Step 2: Edit

  • To select the bank account to be made inactive, click on it to highlight
  • Click Edit or double click on the bank account

Step 3: Inactive

  • Tick the box Account is inactive
  • Click OK

Step 4: To Re-Activate an Account

If a bank account has been made inactive and needs to be active again:

  • Chart tool bar icon
  • Banks tab
  • At the bottom of this screen, tick the box Include inactive accounts
  • Select the bank account to make active
  • Click on Edit or double click on the bank account
  • Untick the box Account is inactive
  • Click OK
 
 


Article ID CBP829