Deactivating a Company

You can deactivate companies you no longer use while retaining all of the associated historical data. If you deactivate a company already in use somewhere in the system, it continues to function just like it always has.

  1. Go to Setup in the Global Navigation Bar.
  2. In the left panel, click Companies.
  3. Select one or more companies to deactivate.
  4. Click Edit.
  5. If editing a single company, select or unselect the Is Active box.
    Or
    If editing multiple companies, select No from the Is Active drop-down menu.
  6. Click Save Changes.