Yes, you're correct, @goldcoastwebdesign.
Making a customer inactive doesn't mean a complete removal of their information. You'll still see their previous activity with your company in reports and their transactions will still be available for access.
If you're unable to filter the report to show only the Active Customers, you can run the Verify and Rebuild tool. This tool help resolves the most common data issues in a company file and fixes them.
To Verify:
- Go to the File menu.
- Select Utilities.
- Click Verify Data then select OK to close all windows.
Then to Rebuild:
- Go to the File menu.
- Select Utilities.
- Click Rebuild Data, then select OK to close all windows.
- QuickBooks will ask to make a backup before rebuilding your company file, select OK.
- Once the rebuild's finished, select OK.
Once completed, you can close and open QuickBooks to ensure that all components are updated. You can try running the Customer Balance Detail report again.
Keep me posted if you have other questions about managing your customers' list. I'm always here to help.
