Other questions
I'm here to help you sort things out, TessaT.
For us to inactive the imported customers (vendors), we need to zero out their balances. To do that, we can receive the payments and associate them with a dummy bank account.
Here's how to create a dummy account:
- Click the Gear icon and choose Chart of Accounts.
- Select New.
- Under Account Type column. Under the Name field, type in Dummy Bank.
- Hit Save and Close.
After that, we can record the payment through the Receive Payment option and deposit the payment to the Dummy Bank.
Or, we can delete transactions one at a time. Just open the invoice or bill, and click More at the bottom, then hit Delete. See the sample screenshot below.
Once done, we can go back and re-import your vendors. We can go through this article for your reference: Import customers or vendors from email contacts to QuickBooks Online.
On the other hand, we can generate the Transaction Detail by Account report to show all the invoices you need together with their corresponding categories.
I recommend customizing the report to get the specific details you need. You can also memorize it to save its current customization settings. It serves as your record and helps you quickly access it for future use.
Should you need more help, please let me know, TessaT. I'd be more than willing to lend you a hand. Have a great rest of your day!
