Archive an unused custom account
Remove an eligible custom account from active use without deleting its history.
Reviewed 9 October 2026
WHERE TO GO
Advanced Accounting → Chart of accounts → Archive
Step by step
Find the custom account and confirm it is no longer needed.
Check whether it has a balance, child accounts or other dependencies.
Choose Archive when the action is available.
Review the confirmation and complete it.
If blocked, resolve the stated dependency through its proper workflow.
What to check
- An eligible account is archived while historical records remain.
Things to know
- Protected system accounts cannot be treated as disposable custom accounts.
- Do not create artificial transactions just to bypass an archive restriction.