Transaction Report Filtering Out Closed Clients

Hello there, u0545408. 

If you need to enter a customer type in QuickBooks Online, let me help you with how to do it. 

We are allowed to assign or group your client into different segments. The first thing to do is to create a customer type.

Here's how:

1. Go to Sales or Customers & leads, then select Customers 
2. From the Customers screen, select Customer types.
3. Select New customer type.
4. Enter a name for the customer type, then Save.

Next, Assign customer types for individual or batch action.

Here's how:

1. Go to Sales or Customers & leads, then select Customers.
2. Check off all the customers you want to include in a customer type.
3. Select the Batch actions drop-down. Then choose Select customer type.
4. Choose the customer type from the drop-down. Then select Apply.

After that, you can utilize this information To get a snapshot of your customer types when running a report. Here are the following reports you can pull up: 

• Sales by Customer Type Detail report
• Sales by Customer Detail report grouped by customer type
• Customer Contact List report customized to add a customer-type column

Furthermore, if you're referring to inactive customers, you can filter all deleted customers by followings these steps:

1. Open the Reports menu.
2. Search for the Customer Contact List Report and click to open it.
3. Choose the reporting 
4. Select the Customize button.
5. Go to the Rows/Columns section, click on Change columns, and make sure to check the boxes for Customers and Last Modified.
6. Under Filter, tick the box for Deleted and select Deleted from the drop-down.
7. Also, tick the box for the Last Modified Date and select All Dates.
8. Once done, click on Run Report. 

Let me know if you still need help handling your clients in QBO. Have a delightful day.