There are two ways to remove a Chart of Account (COA) from active use: deleting it or inactivating it. Choose the option that fits your situation.
Delete a COA
Deleting permanently removes the account. Use this only if the account has never been used in any transactions.
Navigate to Administration > Chart of Accounts.
Click on the Chart of Account you want to delete. The Edit COA details page will open.
Click the Delete COA button in the top right.
Note: You cannot delete a COA that has transactions posted to it. If the account has activity, you will need to inactivate it instead. Fixed COAs cannot be deleted or edited.
Inactivate a COA
Inactivating hides the account from dropdowns and new entries, but keeps the historical data intact for reporting.
Navigate to Administration > Chart of Accounts.
Click on the Chart of Account you want to inactivate. The Edit COA details page will open.
Change the Status dropdown to Inactive.
Click Save in the top right.
Note: Inactive accounts will no longer appear in COA selection dropdowns when entering invoices, journal entries, or other transactions. Historical data and reports that reference the account are not affected. Fixed COAs cannot be edited.