Overview
DoorLoop does not allow bank accounts to be permanently deleted. This is because every bank account is part of your Chart of Accounts — once transactions have been recorded against it, removing it would break your financial history and reporting.
Instead, you can make a bank account inactive. An inactive account is hidden from all dropdowns and new transactions but remains in your records. This keeps your books accurate while keeping your account list clean.
Before you can deactivate a bank account, you must first reassign any properties that use it as their default. Every property in DoorLoop must have at least one active default bank account at all times — if the account you want to deactivate is currently a property's default, DoorLoop won't let you deactivate it until you swap it out.
The Steps
Step 1 — Check Which Properties Use This Account
Before deactivating, confirm whether the account is assigned as a default on any property.
Click Reports on the main menu. Then search for and click the Property Bank Accounts report under Banking & Reconciliation.
Scan the list for properties and see if any are using the account you want to deactivate.
Step 2 — Reassign the Default Account on Affected Properties
Do this for each property that currently uses the account you want to deactivate.
From the same Property Bank Accounts report, use the checkboxes to select each property that needs its default bank accounts changed.
Then, click Edit Bank accounts.
On the Update Default Accounts confirmation window, click Keep Editing to continue. Note that you should only continue if each of these properties you selected will be using the same bank account you are swapping to.
Select a different active bank account as the new default. Use the Specify a bank account for this property to select a new operating bank account and/or trust account.
Click Save.
Repeat for each group of affected properties if needed.
Note: Changing a property's default bank account will cancel any auto-pays your tenants have set up. Notify affected tenants before making this change so they can re-enroll.
Step 3 — Deactivate the Bank Account
Once the account is no longer the default on any property, you can deactivate it.
To make a bank account inactive, click Accounting > Transactions on the main menu.
Look for the bank account that you want to make inactive and click the 3-dots menu on the right side of the screen. Then click Edit.
On the Edit Account window, on the Account Info tab, toggle off the option for Active Account to make the bank account inactive.
Click Save to finish.
The account disappears from all dropdowns and new transaction forms. Any existing transactions and history are preserved.
Frequently Asked Questions
Can I reactivate an account later?
Yes. Follow the same steps above, find the inactive account in Accounting > Transactions (you may need to filter to show inactive accounts), and toggle Active Account back on.
What happens to historical transactions when I deactivate an account?
Nothing — all past transactions remain in your records exactly as they were. Deactivating only hides the account from future use.
Why can't I just delete the account entirely?
Bank accounts in DoorLoop are part of your Chart of Accounts. Deleting an account that has transactions recorded against it would corrupt your financial history and reporting. Deactivation gives you a clean account list without breaking your books.
The deactivate option is greyed out — what do I do?
This means the account is still set as the default on one or more properties. Complete Step 1 and Step 2 above to identify and reassign those properties first.