Читать книгу Xero For Dummies - Heather Smith - Страница 55

Maybe you’ve realised that you have some accounts you never use. If so, it’s time to streamline and simplify your Chart of Accounts. If you’re feeling nervous about permanently deleting an account, archiving an account so it’s stored in a retrievable format is the option for you!

To archive an account, follow these steps:

1 From the menu bar, click on Settings → General Settings, and then under Reports click on Chart of Accounts.The Chart of Accounts dashboard appears. Ensure the account balance is zero before you archive the account. Unfortunately, you can archive an account with a balance; however, you absolutely do not want to do this, because it unbalances your accounts. (The balances of archived accounts will also still appear in reports, such as the Balance Sheet, if appropriate.)

2 Check the box on the left side of the account you want to archive and click the blue Archive button.A confirmation window appears notifying you that you’ve selected an account to be archived. It also lets you know that the account will be removed from any contacts who are using it as a default sales or purchases account. After you click Confirm, the account appears under the archive tab.

3 Click the green OK button.This removes the account from your active accounts list.