Check out this article to find out more about Banking in Holded
- Access Banks from Banking in the navigation bar
- Access the type of account you want to archive from the bottom of the screen
If you no longer use any of the accounts you have created from Banks, Holded offers you the option to archive them.
You can archive accounts of the following types: Bank, Card, Gateway, and Cash.
Remember that payments and collections from an archived account are marked as Unassigned.
Archiving an account in Banks
- Select the account to archive
- Access the three-point menu (⋮)
- Click on Archive
Check out this article to find out how to restore archived accounts in Holded