Show or hide a ledger account
This explains how to exclude ledger accounts you no longer want to use and how to control which ledger accounts can be used on certain transactions. This helps to reduce errors.
If you cannot find a ledger account when entering a specific transaction, check it's visibility.
How this works
You cannot delete a ledger account once created.
Hide any ledger accounts that you no longer want to use. Once hidden they cannot be selected when entering transactions.
You cannot hide control accounts. These are special ledger accounts we use automatically when creating transactions.
Ledger accounts with balances still show on your reports.
Hide a ledger account
- From Settings, then Business Settings, choose Chart of Accounts.
- Open on the relevant ledger account.
- Clear the Included in Chart check box.
- Click Save.
Set visibility on transactions
If you cannot find a ledger account when entering transactions, check that it is visible for the type of transaction you are creating.
To help prevent errors, we set ledger accounts to only be available on certain types of transactions.
For example, your sales ledger accounts are only available for sales transactions and receipts.
If you need to use the ledger account in a differnt area, change the Visibility setting. For example, if you are sending customer a refund, you pay want to use a Sales ledger account on a payment.
- From Settings, then Business Settings, choose Chart of Accounts.
- Open the ledger account you want to check.
- Select the relevant areas in the Visibility section, and Save.
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