To inactivate (or reactivate) bulk records

If you have lots of records to make inactive (or reactivate), doing it one at a time might take a while. A quicker method is to export the records, update the file in Excel, then import it back into AccountRight.

Here's the basics of doing this. To learn more see Importing and exporting data.

1. Go to the File menu and choose Import/Export Assistant.
2. Choose Export Data and click Next.
3. Choose what you want to export, such as Cards, Items, Accounts or Activities then click Next.
4. Leave the Format options at their default values and click Next.

5. Choose the fields to export (click the field then click Add):

   If exporting	export these fields
   Cards	Card ID Co./Last Name First Name Card Status
   Items	Item Number Item Name Inactive Item
   Accounts	Account Number Account Name Inactive Account
   Activities	Activity ID Activity Name Inactive Activity

6. Click Export.
7. Open the export file in Excel. To be able to find your export file, select All Files (*.*) when opening the file.
   
8. When the Text Import Wizard appears, click Finish. The file opens in Excel and shows your item or card fields as separate columns. The Card Status or Inactive Item column displays N for active records or Y for inactive records.
9. Set the Card Status or Inactive Item field to N (active) or Y (inactive) for each record as required.
10. Save the modified file as a Text (Tab delimited) (*.txt) file.
11. Import the file back into AccountRight.
    • At the Format step, change the last option to Update existing data.
    • At the Match Fields step, click Auto Match.
    • Before importing, click Back up to back up your company file (in case you want to undo your imported changes).

After importing, your chosen records will have updated.