Steps
- Look at the Status column to identify which accounts are "System" versus "Active."
- System accounts support built-in features like invoicing, bills, and cash tracking, which is why they can't be edited or removed.
- If you need different details than what a System account offers, create a separate Active account instead.
Related Articles
- What Does "System" Status Mean for an Account?
- Why Can't I Edit a System Account?
- How Do I Access Account Actions?
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