You will need the Accounting Settings permission to perform this action. If your account has more than one organization, deactivating a fund needs the permission at any one campus of the fund's organization, and deleting one needs it at every campus of that organization.
Deactivate a fund you no longer use. Its history stays on your reports, but it stops appearing in lists and drop-downs for new entries. You can only delete a fund that has never been used.
Deactivate a fund
Go to Accounting > Settings in the left-hand menu, then click the Funds tab. If your account has more than one organization, choose the fund's organization in the Accounting for: strip first.
Find the fund and choose Deactivate from the 3-dots menu at the start of its row.
The Deactivate Fund window opens. Under Fund Summary Before Deactivation, check the fund's Assets, Liabilities and Balance.
Under Fund Balance Transfer, the window lists each account that holds money for this fund. For each one, choose the fund the money should move to in Transfer Fund Balance To. The money stays in the same account; only the fund changes. If your account has more than one organization, the fund you choose must belong to the same organization.
Click Continue.
Warning: Deactivating moves the fund's current balance to the fund you choose, then marks it inactive. Check the Fund Balance Transfer choices before you click Continue.
This window is the only way to deactivate a fund that still holds a balance. In the Edit Fund window, the Active? toggle can't be turned off for those funds.
See or reactivate inactive funds
The Funds tab shows active funds by default. To see inactive ones, open Filter, set Active? to No or Both, and click Search. To use an inactive fund again, choose Edit from its row and turn Active? back on.
Delete a fund
Choose Delete from the 3-dots menu at the start of the fund's row. If Delete isn't in the menu, the fund has a balance and can't be deleted. Deactivate it instead.