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September 6, 2024
Question

Where are my inactive customers

  • September 6, 2024
  • 1 reply
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Where can I find inactive customers

1 reply

September 6, 2024

Hi there, daddogg. I can show you the steps to view the inactive customers in QuickBooks Online (QBO).

 

You can view the inactive customers by going to the Sales tab in your QBO. To include them in your lists, you also need to enable the feature in the Gear icon section.

 

Here's how:

 

  1. Go to the Sales tab, then select Customers
  2. Click the small Gear icon, mark check the box for Include inactive under the Other field.
  3. You can also remove the check mark if you don't want to see the inactive customers.

 

I've added a screenshot for your visual reference.

In addition, you can manage your customer's information by visiting this article: Add and manage customers in QBO.

 

Furthermore, visit this article for detailed steps in sending an estimate whenever your customer has an outstanding balance: Create and send customer statements in QBO.

 

Please feel free to comment if you still have concerns about managing your customer list. I'm always here to help.