Puzzle currently does not support deleting bank accounts.
Instead, you can archive an account, which effectively removes it from your workspace and prevents it from showing up across the product. If your goal is to remove unused accounts from view, this will help you out!
Archiving requires two steps:
Archive the account from the Integrations page
Deactivate the mapped account in the Chart of Accounts
Before You Start
When archiving an account, make sure you note which Chart of Accounts entry it’s mapped to, since you’ll need it in Step 2.
✅ Tip: The mapping is important so you deactivate the correct account in your Chart of Accounts.
Step 1 — Archive the Account (Integrations)
Go to Integrations
Find the account you want to archive
(Example: the top two accounts in the list)
Click the gear icon ⚙️
4. Select Archive
5. Note the mapped Chart of Accounts account name (you’ll use this next)
Step 2 — Deactivate the Account (Chart of Accounts)
Go to Accounting
Click Chart of Accounts
Search for the mapped account you noted in Step 1
Select the three dots on the side
Confirm the Deactivate toggle is available (it should be enabled after archiving)
Click Deactivate
Once deactivated, the account will no longer show up across Puzzle pages.
Result
After completing both steps:
The account is archived
The mapped Chart of Accounts entry is deactivated
The account will not appear throughout the product
Need Help?
If you have any questions or concerns, feel free to reach out — we’re always happy to help.