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Re: retire checking account

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February 27, 2018 08:15AM
1. go to the Accounting - GL - Chart of Accounts
2. From the Cash Account Area - right click on the unwanted checking (that must have a zero balance) and select to Remove.
3. If hides the account from display and will not longer show in the Account Register. If wanted to re-activate an account - click on the View Menu and remove the check from Active Only - all accounts removed will display with Asterisks.Right click on the needed account and select Enable Remember to check that option again for Active Only after

Hope this helps.


Kathy Cline,
Trimble Ag Software Support
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retire checking account

lanwickumFebruary 23, 2018 02:22PM

Re: retire checking account

Kathy ClineFebruary 27, 2018 08:15AM

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