CorvusC
Level 1
‎February 21, 2025 11:16 AM

Trying to deactivate old clients with completed projects.

Hello,

We have a few old customers in our list who we know we won't ever work with again. When I click on the dropdown and "Make Inactive" button, I get a message saying;

"If <client> has sub-customers, making this customer inactive also makes all its sub-customers inactive.

If this customer has active projects, it will not be made inactive.

Is this OK?"

 

This customer has no active projects; it has two completed projects, and one cancelled project.

Somehow the solution proposed to me was to move all of the transactions from all of the projects to a different project, then I can deactivate the customer once it has no transactions. This makes no sense to me. 

Is there a way to simply deactivate a customer that we have finished working with, without having to manually delete or move every transaction associated with them?

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MJ_R
QuickBooks Team
QuickBooks Team
‎February 21, 2025 01:06 PM

Other Questions

Hi @CorvusC,

 

Welcome to the Intuit Community and thanks for reaching out for support! Having the ability to make a customer inactive is a great way to stay organized and tidy your books. QuickBooks Online is a great tool that's able to show you the balance owed to you by your customers for invoices that you've sent them. I'd be happy to help!

 

To make a customer inactive follow these steps:

 

1. From the left navigation bar > select Sales and then Customers

2. Checkbox the customer you'd like to make Inactive

3. Click the drop-down arrow in the Action column and hit Make Inactive

For multiple customers;

1. Checkbox all customers you want to make inactive

2. From the  Batch Actions tab, hit the drop-down arrow choose Make Inactive

 

You're all set!

 

If you have any other questions or concerns, please feel free to reach back out.  We'd love to assist!

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CorvusC
Level 1
‎February 21, 2025 01:13 PM

Other Questions

Thank you for your quick response, however I feel you might have missed the main part of my question. 

 

I know how to deactivate clients, and am unable to. 

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MJ_R
QuickBooks Team
QuickBooks Team
‎February 21, 2025 01:52 PM

Other Questions

Based on the info you've shared, I see you benefiting more by contacting our support team outside of the Community. This ensures that your account info remains private and secure. A specialist will also be able to share your screen and help you further with this. You can reach out to our support team by dialing 1-855-253-1536. To find out more about our hours and other contact methods, please follow this link here: Contact QuickBooks Online Support. 

 

Feel free to keep me posted on how you make out. I'll be here.

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