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yvonne-eucalyptu
December 31, 2020
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Why inactive customers become deleted?

  • December 31, 2020
  • 1 reply
  • 0 views
I just noticed recently that at least one inactive customer (inactive Oct 2020) is deleted. Then by running Sales By Customer Summary for this year reveals all my inactive customer has been deleted, Is is possible to retrieve data on these customers?
Best answer by RenjolynC

Yes, it's still possible to get the data, yvonne-eucalyptu.

 

Inactive customers are not deleted permanently to keep the recorded transactions for your financial reports. This is why you see the customer's name with (Deleted) beside it in the Sales by Customer Summary and other customer reports.

 

To view the transactions for this inactive customer, you can follow these steps:

 

  1. Go to Sales > Customers.
  2. Click the Gear icon above the Action column and put a check mark on the Include inactive box.
  3. Select the customer's name to view the transactions from the Transaction List tab.

Please see these sample screenshots for a visual reference:

 

 

If you have plans in making the customer active in the future, you can check out this article for the steps: Make a customer inactive and then active.

 

You can also browse the other articles here.

 

Please let me know if you have other questions for QuickBooks Online. I'm always here to help. 

1 reply

RenjolynC
RenjolynCAnswer
December 31, 2020

Yes, it's still possible to get the data, yvonne-eucalyptu.

 

Inactive customers are not deleted permanently to keep the recorded transactions for your financial reports. This is why you see the customer's name with (Deleted) beside it in the Sales by Customer Summary and other customer reports.

 

To view the transactions for this inactive customer, you can follow these steps:

 

  1. Go to Sales > Customers.
  2. Click the Gear icon above the Action column and put a check mark on the Include inactive box.
  3. Select the customer's name to view the transactions from the Transaction List tab.

Please see these sample screenshots for a visual reference:

 

 

If you have plans in making the customer active in the future, you can check out this article for the steps: Make a customer inactive and then active.

 

You can also browse the other articles here.

 

Please let me know if you have other questions for QuickBooks Online. I'm always here to help. 

Y
yvonne-eucalyptuAuthor
January 2, 2021

RenjolynC - thank you for your detailed response. It works just fine! I didn't notice the GEAR icon above Action because I was overcome with anxiety at the time. Hats off to you!

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