Inactivate Multiple Customer Cards at Once - AccountEdge

To deactivate/inactivate multiple customer cards at once in AccountEdge, follow these steps: 

1. Export your Customer cards to Excel
   1. ​Go to File > Export > Cards > Customer Cards
   2. Click Continue
   3. Click Match All
   4. Click Export
   5. Save the file to your PC
2. Open the text file in Excel
   1. Open Excel
   2. Click Open
   3. When searching for the text file to open, choose All Files option from the drop down next to the File name field.
   4. Find the text file and click Open
   5. In the Text Import Wizard box, click Next, Next, and then Finish
3. In the Excel sheet, mark the Card Status field with a ‘Y’ for inactive for all customers you wish to inactivate
4. Save the file as a Text (Tab delimited) (*.txt) file
5. Import the card list back into AccountEdge (make sure to choose the Match All option when importing)
6. When presented with a message regarding duplicate records, choose the following option: