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Marking a QuickBooks General Ledger Account Inactive

Autosoft -

Once you've established general ledger accounts for the QuickBooks integration using the General Ledger option under the Accounting tab in Setup, you can easily mark a general ledger account "Inactive" if it's no longer necessary. 

To mark a general ledger account inactive, follow these steps:

Step 1. While in the Setup application, hover over the Accounting tab and select General Ledger from the options menu that opens. 

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Step 2. The General Ledger Account Search screen opens. Scroll through the list of general ledger accounts to locate the account you wish to mark "Inactive," or search for the account by typing a search term into the Search bar and clicking Search

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Step 3. Once you've located the general ledger account, double-click on the account to open the general ledger account's General Ledger Setup pop-up in edit mode.

You can also open the General Ledger Setup pop-up by single-clicking on the general ledger account in the list, opening the account's quick-look card where the general ledger account's name, Account Type, Status (Active), Account Number (if entered), and Account Description (if entered) are displayed along with the Edit Account button. Click Edit Account

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Step 4. To mark the account "Inactive," click Set Inactive in the upper-right corner of the General Ledger Setup pop-up. 

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After clicking this button, the button label changes to Set Active.

Step 5. Click Save and Close

The newly "Inactive" general ledger account no longer appears in the General Ledger Account Search screen unless you click the Show Inactive toggle to include inactive accounts in the list.

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