Inactive Records

Setting a record to be inactive removes it from transaction windows, hence avoiding clutter. You can choose to omit inactive records on most reports. Inactive accounts still appear on the balance sheet, trial balance, income statement, and account reconciliation reports to provide an accurate picture of your accounts, unless you have chosen to omit accounts that have zero balances. Inactive records also appear on lists, labelled as inactive.

Any record can be inactive: accounts, vendors, customers, employees, inventory and service items, and projects (except remittance vendors that are linked to payroll remittances with linked accounts.)

For example, a customer may owe you money, but has not paid for several years. You can remove the customer from lists in transaction windows to ensure that you do not sell them more items, but keep the record for the sake of reports.

Note: Do not make a terminated employee's record inactive until all outstanding transactions are completed. For example, commissions to be paid or paychecks to be issued.

What do you want to do?

Make an active record inactive, or an inactive record active