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December 27, 2023
Question

Past/Present Client contact info list - Is there anyway to export a list of clients INCLUDING Inactive Clients?

  • December 27, 2023
  • 2 replies
  • 0 views

Is there anyway to export the list of client data INCLUDING Inactive Clients? In QBO from the Clients screen, when I click the gear icon, click include inactive, & then export, only active clients show up in that xls sheet - even though they are visible & in the list in QBO.

I also tried select all, but once you click the select all/name check mark box, the export option disappears & only gives 3 batch options (create statements, email, make inactive). The only option I see right now is making each active again & then making them inactive - which is ridiculous. Especially since I've learned from this thread that you would have to do this individually for every single inactive client. (It would be nice for those needing to reactivate clients, it if it were in the batch options just like "make inactive" is....... no sense). I personally prefer not to make inactive clients active again, just to export a past/present client list. This seems like a simple request, that once again QB has completely muddied. Incredibly frustrating per usual. Any assistance would be appreciated. 

2 replies

JenoP
December 27, 2023

Hi there, AMech.

 

I noticed this question was also asked previously in a separate discussion thread, and one of my colleagues has already provided a response there.

 

To avoid duplicated efforts, let me redirect you to that existing thread so you can view the answer that was posted.

 

Here's the link: https://quickbooks.intuit.com/learn-support/en-us/account-management/how-do-i-re-activate-inactive-client/00/286059

 

The Community is always here if you need anything else.

AMechAuthor
December 27, 2023

If anyone is wondering what lies in that link as an answer, it is the ubiquitous "send feedback".

December 27, 2023

@AMech 

You can use an exporter tool

https://get.transactionpro.com/qbo