In Holded, you can flexibly manage your accounts by connecting, disconnecting, archiving, unarchiving, and deleting them, according to your needs. Here's how to do it.
Connecting or disconnecting an account
If you need to link or unlink a bank, card or payment gateway account, follow these steps:
Go to Treasury > Accounts.
From the list, select the account, card or gateway you wish to activate or deactivate.
In the upper right corner, select Connect or Disconnect, as appropriate.
If you are connecting the account, enter your account information and login credentials (document type and number, password, etc.), and click Connect.
If you are disconnecting the account, remember that this option is useful when synchronization is not working properly. You can only disconnect accounts subject to synchronization processes, such as banks, gateways and cards.
Archive a bank account
If you no longer need to use one of your Bank, Card, Gateway or Cash accounts, Holded allows you to archive and restore it whenever you need it.
Go to Treasury > Accounts.
In the list, select the Bank, Card, Gateway, or Cash account you want to archive.
Click on the three-dot menu (⋮) located in the upper right corner.
Click on "Archive".
Your account will be moved to the “Archived” list. To view it, go to Treasury > Accounts and apply the Archived accounts filter.
☝🏼 Once archived, payments and receipts for that account will be marked as “Unassigned”.
Unarchiving a bank account
If at any time you wish to restore a previously archived account:
Go to Treasury > Accounts.
In the list, apply the filter for archived accounts.
Select the account you wish to restore.
Click the “Unarchive” button at the top right.
Your account will reappear in the general list.
Deleting a bank account
To permanently delete an account, it must first be archived. Once archived, follow these steps to delete it:
Access Treasury > Accounts.
Filter by “Archived”, and select the account you wish to delete.
Open the three-dot menu (⋮) in the upper right corner.
Click on Delete.
☝🏼 Note that when you delete an account, it will disappear permanently, but the associated payments and journal entries will remain in the system.