Deactivating an Account

1. From any IntelliDealer screen, click on the Configuration tab.
   The Configuration Quick Links screen will appear.

   
   

   Configuration Quick Links screen

2. From the General Ledger list, click the G/L Accounts link and select Account Profile from the drop down list.

   
   

   Configuration Quick Links screen

3. The Account Profiles screen will appear.

   
   
   

   Account Profiles screen

4. On the Account Profiles screen, fill in the appropriate fields and click the Go >> link.
   The Account Profiles screen will refresh listing the generated search results.

   
   

   Account Profiles screen

5. Click on an Account Number.
   The Account Profile tab will appear.

   
   

   Account Profile tab

6. On the Account Profile tab, select the Active for G/L checkbox, removing the checkmark.

   
   

   Account Profile tab

7. Click on the Save button in order to deactivate the account within the general ledger.

   Note:  
   If you deactivate an account, it will still appear on financial reports for two years.