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Inactive Organizations: Deactivation, Deletion, and Data Backup

When inactive Free Plan organizations are deactivated and deleted, and how to keep yours active or back up your data.

Q1. What happens to an inactive organization?

  • This applies to organizations on the Free Plan.

  • If an organization records no transactions for 540 days, Juan sends a deactivation warning. The organization is deactivated on day 543. Deactivation suspends access to the organization but doesn’t delete its data.

  • If still no transaction is recorded, the organization and all its data are permanently deleted on day 600. This can’t be undone.

  • Your Juan account and your other organizations aren’t affected.

  • Note: Deactivation and deletion of inactive organizations are covered in the Terms of Use.

Q2. What counts as a transaction?

  • An entry that’s recorded and posted to the ledger and affects the ledger balance, such as an invoice, bill, credit note, payment, or journal entry.

  • Drafts, unsaved entries, and deleted, voided, or reversed transactions don’t count, and neither does anything else that doesn’t affect the ledger balance.

  • Signing in to the organization doesn’t count as a transaction.

Q3. Will I be notified before my organization is deactivated or deleted?

  • Juan sends two emails to the account on file:

    • Deactivation warning: sent on day 540 with no transactions. The organization is deactivated on day 543.

    • Deletion warning: sent on day 597. The organization’s data is permanently deleted on day 600.

  • Note: Notices are sent on a best-effort basis, so keep your contact details up to date. Missing a notice doesn’t stop deactivation or deletion.

Q4. How do I keep my organization active?

  • Record a transaction before the deactivation date. You can also click Reactivate in the email, then record a transaction.

  • Or subscribe to a paid plan. To keep full access to your records for reference and reporting without recording new transactions, subscribe to the Essentials Plan. See Plans and Add-ons.

Q5. Can I reactivate an organization after it’s deactivated?

  • Yes, before its deletion date. Contact [email protected] to reactivate it.

  • After the deletion date, the organization’s data can’t be recovered.

Q6. How do I back up my organization’s data before it’s deleted?

  • Export your records and reports before the deactivation date, while you still have access to the organization.

  • To export transactions, go to a transaction list view, filter or search for the records you need, click the arrow icon beside the records, then select Export Records. See Exporting Data.

  • To export reports, such as financial statements, sales and purchases data, and books of accounts, go to Reports. See Data Exports.

  • If your organization is already deactivated, contact [email protected] to reactivate it before the deletion date, then export your data.

  • Note: Some exports and features are only available on a paid plan. To export these, subscribe to a plan that includes them. See Plans and Add-ons.

  • Note: Exporting data doesn’t count as a transaction and doesn’t keep your organization active.

Q7. What happens to my tax records if my organization is deleted?

  • Tax returns filed in the organization are kept in line with legal record-keeping requirements, even after the organization is deleted.

  • To request a copy, contact [email protected].

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