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How to Deactivate an Account in Your Chart of Accounts

Learn how to deactivate an account in your Chart of Accounts in Puzzle to prevent it from being used in future transactions.

Written by Michael Herchen

Overview

If an account is no longer needed, you can deactivate it in Puzzle to prevent it from being selected for future transactions.
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Steps to Deactivate an Account

  1. Navigate to Chart of Accounts in Puzzle

  2. Find the account you want to deactivate

  3. Click the three dots (⋯) on the right of the account

  4. Select Deactivate

  5. A confirmation message will appear confirming the account has been deactivated

  6. Refresh your page
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Confirming the Deactivation

To verify the account has been deactivated:

  1. Use the Filter option and filter by Status → Active

  2. The deactivated account will no longer appear in the active accounts list

  3. The account will no longer be available to assign to transactions

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