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Sajohns32
September 22, 2020
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Re activate client account in Quickbooks Desktop

  • September 22, 2020
  • 3 replies
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I set one of our client to inactive but now need to re activate the client.  Does anyone know how to do this in Quickbooks Desktop.  I see help/discussion for Quickbooks on line but nothing for Desktop.

 

I am referring to client accounts.  (aka customers).

Best answer by MaryLandT

Let me provide the steps on how to reactive your client in QuickBooks Desktop (QBDT), Sajohns32.

 

Inactive customers are hidden in QBDT. All you need is select All Customers in the Customer Center. It will show all active and the one you've deactivated.

 

I'm glad to show you how:

  1. Go to Customers, then Customer Center.
  2. Proceed to the Customers & Jobs tab, then select All Customers.
  3. You'll see an "X" for inactive customers. Double-click the name to open the profile.
  4. Uncheck the Customer is inactive box, then click OK.

If you need to work multiple customers, check out the Add and edit multiple customers, vendors, and items for more details.

 

Let me know if there's anything else you need about reactivating a client. I'm always right here to help.

3 replies

MaryLandT
MaryLandTAnswer
September 22, 2020

Let me provide the steps on how to reactive your client in QuickBooks Desktop (QBDT), Sajohns32.

 

Inactive customers are hidden in QBDT. All you need is select All Customers in the Customer Center. It will show all active and the one you've deactivated.

 

I'm glad to show you how:

  1. Go to Customers, then Customer Center.
  2. Proceed to the Customers & Jobs tab, then select All Customers.
  3. You'll see an "X" for inactive customers. Double-click the name to open the profile.
  4. Uncheck the Customer is inactive box, then click OK.

If you need to work multiple customers, check out the Add and edit multiple customers, vendors, and items for more details.

 

Let me know if there's anything else you need about reactivating a client. I'm always right here to help.

H
hwidlus
April 15, 2021

Apologies if I have duplicated this, but does this process work for deactivating jobs (rather than customers).  My clients insist upon a separate invoice for each project, so I set them up as Jobs.  The list is long and most are inactive, although I never know when I might need to use it again (this doesn't happen frequently).

 

Hannah

L
LeizylM
April 15, 2021

Thank you for posting here in the Community, hwidlus. 

 

Yes, it has the same process when deactivating your client's job in QuickBooks Desktop. 

 

Let me show you how: 

 

1. Go to Customers, then click Customers Center. 

2. Proceed to the Customers & Jobs tab, then select All Customers. 

3. You'll see an "X" for inactive customers. 

4. Double click the Job to open the profile. 

5. Put a checkmark on the Job is inactive box, then click Ok. 

 

You might want to read this article to learn how to add and edit multiple customers, vendors, and items. 

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

 

A
acillc
August 18, 2021

When I follow the instruction the "job is active" is grayed out (as in I can't uncheck it).  How else can I make it active?  I have late costs I need to add

M
MadelynC
August 19, 2021

I’m here to help so you can make this job active again, @acillc.


You’re unable to make the job active once the associated customer is inactive in QuickBooks Desktop. Thus, it's greyed out and you can’t uncheck the box. I suggest activating the customer first so you can make the job active, too.


Here’s how:

 

  1. Select the Customers menu, then Customer Center.
  2. Under Customer & Jobs, go to the dropdown menu and filter to All Customers.
  3. Select the customer name of the said job. As mentioned above, you’ll see an X sign beside the name.
  4. Remove the checkmark in the Customer is inactive box.
  5. Press OK.
  6. Select Yes in the question Do you want to activate the subs as well? You can choose No if there are other jobs associated with this customer.
  7. Click the job you want to activate, then uncheck the box.
  8. Select OK after.


You might want to visit this reference to learn more about tracking payroll expense by job: Set up job costing and item tracking. Once you set up this feature, QuickBooks will automatically track cost by job for your company payroll expenses.


I'll be right here to help if you need more assistance with your job. Have a great day and always take care!

S
Spooners
September 28, 2021

Also, if anyone knows how to re-activate when the check box option is grayed out, please respond.

 

    RenjolynC
    RenjolynC
    September 28, 2021

    Thanks for chiming in on this thread, Spooners.

     

    To verify, are you trying to reactivate a job? If so, the checkbox option will be grayed out if the main customer is also inactive.

     

    As to what my colleague MadelynC mentioned above, you will need to reactivate the customer first. Then, the Job is inactive checkbox will be available. Here's a sample screenshot of the before and after reactivating the customer:

     

     

    To help manage your jobs in QuickBooks Desktop, you can read this article: Tracking job costs in QuickBooks Desktop.

     

    In case you need help with other task in QuickBooks Desktop, you can visit our general help topics page. Just type your concern in the search field and this page will route you to the related help articles, Community discussions, video tutorials and more.

     

    Please keep me posted on how it goes on your end. I'd like to make sure this is resolved for you. Take care and stay safe.

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