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July 31, 2020
Question

Has anyone ever had customers disappear including all of their transactions. I don't mean a client in accountant, I mean a customer of one of my clients?

  • July 31, 2020
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1 reply

AddieC
July 31, 2020

Hi johnstonekrystal,

 

The protection and integrity of your account data is so essential, and our priority is ensuring that this information is safe and secure. When you add a customer and transactions into QuickBooks Online, this information will always be stored in the account moving forward. You're unable to permanently delete the customer themselves, however it may be that someone has made the customer inactive or deleted their transactions. I'd be happy to explain a few steps you can take in order to figure out what's happening.

 

The first step I'd suggest you take is to review the Audit log. This logs every action taken in the account, including which user has taken the action and when. This log will tell you whether the transactions have been deleted, or if the customer was made inactive. To review the Audit log, click the Gear icon > Audit log

 

If nothing there can explain this, there's another way to check for inactive customers. To see if this customer was made inactive, click the Sales tab, then select Customers. Choose the drop-down menu above the customer list, and select Include Inactive. If the customer was deactivated, they'll now appear in the list.


If you're still unsure what's happening and the issue persists, try some browser troubleshooting such as clearing the cache and cookies or using a private browser


If you have further questions, please reach out to our tech support team so an agent can investigate this further for you.

 

Take care.