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May 30, 2022
Question

How to make a customer inactive in records

  • May 30, 2022
  • 1 reply
  • 0 views
"Make customer inactive seems to have been moved - cannot find

1 reply

katherinejoyceO
May 30, 2022

Hello there, @communityoil.

 

I've got you the steps to help you remove a customer by making them inactive. 

 

Please know that even if a customer is inactive, all transactions associated with them it still stay on reports.

 

Here's how: 

 

  1. Go to Get paid & pay and select Customers.
  2. Select the customer's name to open their profile, then select Edit.
  3. Select Make inactive and Yes to confirm.

 

For more insights about this process, check out this article to also learn about making them active again: Add and manage customers in QuickBooks Online.

 

Feel free to message again if you have additional concerns. I'll be here to help.