Skip to main content
A
ahuggins1
October 18, 2024
Question

QB Desktop-2019 batch inactivate customers & vendors

  • October 18, 2024
  • 2 replies
  • 0 views

HI ... yes, I'm stuck on Desktop 2019, working on a transition to Online.  I have several thousand vendors to inactivate, how can I do this efficiently with a batching or file upload?  Could be in a similar situation with customers.

Thanks for any help.

2 replies

Candice C
Candice C
October 18, 2024

Hey there, @ahuggins1. 

 

Welcome to the Community! 

 

Before moving forward, can you clarify if you're trying to make the vendors and customers inactive in QBO or QBDT? Or are you trying to make them active again? 

 

This will help us determine the next steps you need to take. I'll be waiting for your response!

A
ahuggins1Author
October 18, 2024

HI,  I'm cleaning our QBDT data for the move to Online.  We have about 5,000 vendors and 4,000 customers that need deactivated.   If it matters, we are on QBDT-2019.

C
CamelleT
October 18, 2024

I appreciate you circling back and providing clarification, Ahuggins. Your proactive approach to preparing for the migration is commendable. By taking the initiative to clean up your data, you're making a wise decision to simplify your transition process and ensure a smooth migration experience. 

While you can send your feedback about batch-deactivating your customers and vendors, this feature is currently unavailable. Here's how to send one:

  1. Hover to the Help menu.
  2. Select the Send Feedback Online option.
  3. Choose the Product Suggestion, and a pop-up window will appear.
  4. Type your suggestion in the space provided.
  5. Click the Send Feedback button.


In the meantime, I'll share a workaround to simplify the method of making your vendors and customers inactive. Please refer to the steps below:

For Vendors

  1. Go to Vendors and choose Vendor Center.
  2. Make sure All Vendors are displayed in the dropdown.
  3. Under the X column, mark all the vendors you wish to deactivate. If they have an open balance, you will be prompted before making them inactive. Then, tap Yes to proceed.
     

For Customers
 

  1. Tap the Customers menu and pick Customer Center.
  2. Ensure All Customers are chosen from the dropdown.
  3. Under the X column, tick all the customers you need to make inactive. If they have a balance, a pop-up window will appear. Tap Yes to continue. 


To assist you with moving from QBDT to QuickBooks Online (QBO), I'll share this helpful resource: Move your QuickBooks Desktop file to QuickBooks Online. 

If you encounter any challenges or have additional questions as you work through deactivating customers and vendors in QBDT, please comment below. I'm here to support you every step of the way. Remember, no question is too small when it comes to ensuring the accuracy and completeness of your data migration. Your success is my priority,  and I'm committed to providing you prompt assistance, Ahuggins. 

FishingForAnswers
FishingForAnswers
October 18, 2024

@ahuggins1  "HI ... yes, I'm stuck on Desktop 2019, working on a transition to Online."

 

You will be in my prayers.

 

For whatever it is worth...

 

When the customer or vendor you are marking inactive has a balance and generates the dialogue box mentioned by @CamelleT , it would save time to press the Y key.

 

That way, you won't constantly be moving your cursor back and forth between clicking to mark inactive, and the Yes button on the dialogue box.

Terms & ConditionsAccessibility statement