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Capstone20
October 13, 2023
Question

Keeping Projects and making old customers inactive

  • October 13, 2023
  • 1 reply
  • 0 views

Hi everyone, we are a construction company. As such, most of our customers are one-and-dones, tho we occasionally do have repeat business. In reconciling bank transactions, costing expenses to projects is becoming increasingly burdensome due to the overflowing number of customers that must be sorted through to find the correct Project. QBO apparently is not capable of setting old customers to Inactive if they have a Completed project attached. Has anyone found a viable work-around for this that does not involve de-coupling the Project from the Customer? We want to keep Customer data around, because we do occasionally have people come back to us for new Projects later on. And of course we want to keep our Project history as reference for future Projects and profitability. Any tips appreciated.

1 reply

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Ethel_A12
October 13, 2023

Hello there, @Capstone20.

 

I am aware of the advantages for businesses like yours to make a customer inactive after completing the project. I want QuickBooks Online (QBO) to have this feature as much as you do.

 

But QBO is still unable to inactivate a customer linked to a project. However, I strongly urge you to share your thoughts with our software engineers. They carefully examine customer feedback, especially when determining how to improve QuickBooks.

 

Here's how:

 

  1. Sign-in to your QuickBooks Online account.
  2. Go to the Gear icon and select Feedback.
  3. Type in your suggestion and click Next.

 

You may also want to read articles in this link about reconciliation: Reconcile an account in QuickBooks Online.

 

Let me know if you require further assistance managing customer list in QuickBooks Online. I'm here to help anytime. Have a good one.

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