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Where are inactive Customers in QuickBooks online?

Chris Normand

Select the Customers tab. Click the Gear icon above the ACTION icon. Put a mark next to Include inactive.

What happens when you make a customer inactive in QuickBooks online?

Delete a customer

To remove a customer, you can make them inactive which hides them from lists and menus. Even if a customer is inactive, all their transactions will still be available on reports.

What happens to inactive Customers in QuickBooks?

Inactive customers are still stored in your Quickbooks, so you can make them active them without entering their information under a new profile.

How do I restore an inactive customer in QuickBooks?

Here's how:
  1. Go to Sales on the left menu and then select Customers.
  2. Click on the Gear icon above the ACTION column.
  3. Tick the Include inactive to show deleted customers.
  4. Lastly, hit the Make active.
Here's how:
  1. Go to Sales on the left menu and then select Customers.
  2. Click on the Gear icon above the ACTION column.
  3. Tick the Include inactive to show deleted customers.
  4. Lastly, hit the Make active.

How do I delete an inactive customer in QuickBooks online?

Delete a Customer Name
  1. Start QuickBooks. Click on "Customer Center" and "Customers & Jobs."
  2. Click on the customer name you want to remove. Click "Edit."
  3. Click "Delete Customer:Job" to remove the customer from QuickBooks. Repeat this process for each customer you want to delete.
Delete a Customer Name
  1. Start QuickBooks. Click on "Customer Center" and "Customers & Jobs."
  2. Click on the customer name you want to remove. Click "Edit."
  3. Click "Delete Customer:Job" to remove the customer from QuickBooks. Repeat this process for each customer you want to delete.

How do I recover a deleted QuickBooks online account?

Recovering a deleted Account
  1. Click the ‘cog’ icon in the top right of the screen and click on ‘Chart of Accounts’
  2. Click the ‘Include Inactive’ checkbox.
  3. The deleted account will now show in the list with (deleted) on the end of the name. …
  4. Uncheck the ‘Inactive’ checkbox and then click ‘Save’
Recovering a deleted Account
  1. Click the ‘cog’ icon in the top right of the screen and click on ‘Chart of Accounts’
  2. Click the ‘Include Inactive’ checkbox.
  3. The deleted account will now show in the list with (deleted) on the end of the name. …
  4. Uncheck the ‘Inactive’ checkbox and then click ‘Save’

How do I ReActivate a job in QuickBooks?

ReActivate a Job
  1. Go to Customers and then select Customer Center.
  2. Click the Active Customers drop-down menu, then choose All Customers.
  3. You’ll see an X icon beside the inactive jobs. Double-click the name to open the profile.
  4. Uncheck the Job is inactive box, then click on OK.
ReActivate a Job
  1. Go to Customers and then select Customer Center.
  2. Click the Active Customers drop-down menu, then choose All Customers.
  3. You’ll see an X icon beside the inactive jobs. Double-click the name to open the profile.
  4. Uncheck the Job is inactive box, then click on OK.

How do I hide deleted Customers in QuickBooks online?

Hide a Customer Name
  1. Click “Customer Center” at the top of the QuickBooks window.
  2. Click “Customers & Jobs” on the left side of the window.
  3. Double-click the name of the customer you want to hide.
  4. Click “Customer is Inactive” in the resulting Edit window. Click “OK.”
Hide a Customer Name
  1. Click “Customer Center” at the top of the QuickBooks window.
  2. Click “Customers & Jobs” on the left side of the window.
  3. Double-click the name of the customer you want to hide.
  4. Click “Customer is Inactive” in the resulting Edit window. Click “OK.”

How do I make a job active in QuickBooks?

Go to the Customers & Jobs section, then select All Customers from the drop-down. Inactive customers have X mark beside their names. To make them active, right-click on the customer’s name, then click on Make Customer: Job Active.

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How do I reactivate my QuickBooks desktop?

Log in to your QuickBooks Online company. Select Settings ⚙ at the top. Under Your Company, choose Account and Settings. Select Billing & Subscription, then Resubscribe, and enter the updated billing information.

How do I make multiple jobs inactive in QuickBooks desktop?

I’ll show you how.
  1. Go to the Sales menu and click Customers.
  2. Tick the checkbox beside the Batch actions.
  3. Select the Batch actions dropdown and select Make inactive.
  4. Then click Yes to save changes.
I’ll show you how.
  1. Go to the Sales menu and click Customers.
  2. Tick the checkbox beside the Batch actions.
  3. Select the Batch actions dropdown and select Make inactive.
  4. Then click Yes to save changes.

How do I view inactive jobs in QuickBooks?

QuickBooks Desktop hides inactive jobs. To view them, we’ll have to go to the Customer Center menu and then select All Customers. This way, we’ll be able to see the customer lists, including the active and inactive ones. Once you viewed the list, let’s locate and reactivate the job.

Where is the revert button in QuickBooks online?

Using the “Revert” button reverts or restores the original document.
  1. Revert an Invoice. On an invoice form in QuickBooks there is a small button located next to the “Save & New” button. …
  2. Revert a Sales Receipt. The process for a sales receipt is identical to that of the invoice. …
  3. Other Documents.
Using the “Revert” button reverts or restores the original document.
  1. Revert an Invoice. On an invoice form in QuickBooks there is a small button located next to the “Save & New” button. …
  2. Revert a Sales Receipt. The process for a sales receipt is identical to that of the invoice. …
  3. Other Documents.

How do I recover a deleted QuickBooks Online account?

Recovering a deleted Account
  1. Click the ‘cog’ icon in the top right of the screen and click on ‘Chart of Accounts’
  2. Click the ‘Include Inactive’ checkbox.
  3. The deleted account will now show in the list with (deleted) on the end of the name. …
  4. Uncheck the ‘Inactive’ checkbox and then click ‘Save’
Recovering a deleted Account
  1. Click the ‘cog’ icon in the top right of the screen and click on ‘Chart of Accounts’
  2. Click the ‘Include Inactive’ checkbox.
  3. The deleted account will now show in the list with (deleted) on the end of the name. …
  4. Uncheck the ‘Inactive’ checkbox and then click ‘Save’

How do I delete inactive items in QuickBooks?

Let me guide you through the steps:
  1. Click the Gear icon.
  2. Select Products and Services.
  3. Mark the items you’d like to remove.
  4. Click the Batch actions drop-down.
  5. Choose Make inactive.
  6. Click Yes to complete the action.
Let me guide you through the steps:
  1. Click the Gear icon.
  2. Select Products and Services.
  3. Mark the items you’d like to remove.
  4. Click the Batch actions drop-down.
  5. Choose Make inactive.
  6. Click Yes to complete the action.

How do I view an inactive account in QuickBooks Online?

Go to your Chart of Accounts. Click the Gear icon and select Include inactive. Look for the inactive account and you’ll now have the option to Make it active.

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How do I delete a client in QuickBooks online?

How do you delete a client
  1. On the Client menu page, click the client’s name to open their information.
  2. Click the Edit client drop-down, and then select Delete Permanently.
  3. Select Yes to confirm.
How do you delete a client
  1. On the Client menu page, click the client’s name to open their information.
  2. Click the Edit client drop-down, and then select Delete Permanently.
  3. Select Yes to confirm.

How do I find inactive jobs in QuickBooks?

Go to Customers and then select Customer Center. Click the Active Customers drop-down menu, then choose All Customers. You’ll see an X icon beside the inactive jobs.

How do I delete an inactive Account in QuickBooks Online?

I want to delete, Not to make them inactive or just hide. There is no transaction recorded on these accounts…
…
Here’s how:
  1. Go to Settings ⚙.
  2. Select Chart of Accounts.
  3. Find the account you want to delete.
  4. From the Action ▼ dropdown, select Make inactive.
  5. Click Yes to the pop-up.
I want to delete, Not to make them inactive or just hide. There is no transaction recorded on these accounts…
…
Here’s how:
  1. Go to Settings ⚙.
  2. Select Chart of Accounts.
  3. Find the account you want to delete.
  4. From the Action ▼ dropdown, select Make inactive.
  5. Click Yes to the pop-up.

How do I clean up a vendor list in QuickBooks?

You can find duplicates within your customer and vendor lists in QuickBooks by manually reviewing the lists. Duplicates are often near each other in the lists, and may be obvious when you’re reading through the names. You can then merge duplicates together to clean up the data.

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How do I delete old vendors in QuickBooks?

Steps to Delete a Vendor in QuickBooks Desktop
  1. Choose Vendors.
  2. Click on Vendors Center.
  3. Select the vendor you want to delete from the QuickBooks database.
  4. Choose Delete Vendor.
  5. Click OK.
Steps to Delete a Vendor in QuickBooks Desktop
  1. Choose Vendors.
  2. Click on Vendors Center.
  3. Select the vendor you want to delete from the QuickBooks database.
  4. Choose Delete Vendor.
  5. Click OK.

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