Close an account

To close (not delete) an account, follow next steps:

  1. Click on the Accounts tab: Accounts tab
  2. Select the account you want to close from the accounts list and then click on it: Account to close
  3. In the account dialog, set the Close Date: Account dialog

    For changing the Close Date, you need first unlock this field by clicking on the locking key:

    Locking key

    After clicking on the locking key, it changes the color from red to green, and it will be possible to modify the Close Date:

    Unlocking key

    You can enter the date in the format corresponding to your locale, or select it from the drop-down calendar:

    Close Date

    To save the changes, click on the Apply button in the bottom of the dialog.

    To leave the dialog without saving the changes, click anywhere out of the dialog bounds or press the Esc key. The dialog will close without modification of the account.

See also how to Hide/Unhide closed accounts in the accounts list, reports, etc.