Sales & Customers

Hi there, Corvus.

It seems you are having trouble deactivating customers even after their projects are completed or canceled. QuickBooks is programmed to prevent the deactivation of a customer who has a linked project. Let's address this by deleting the associated projects to ensure your customer is deactivated. Let me provide further details below.

Firstly, please avoid contacting the number provided above, as these users are marked as spammers on our end.

Please note that you do not need to delete the transactions associated with your projects. They will remain intact even after the projects are deleted. To prevent these projects from showing in your account, make sure to delete the projects connected to your customers.

If you want to pull up project profitability for the deleted projects, you can customize and add the relevant reports beforehand.

It's possible that the deleted projects won't appear in other related reports. If you wish to proceed with deleting a project, I recommend exporting the reports first to ensure you have a saved copy for future reference.

However, if you prefer not to delete the customer, you can utilize our customer types feature. This feature helps you organize your customer list and identify inactive customers in your reports.

Furthermore, QBO retains historical transaction data even when the project is removed.

If you want to reactivate a deleted job or customer, please follow this article for detailed guidance.

Additionally, you can assign a role if you want your employees to have access to specific parts of your account. Refer to this article for detailed steps.

Following these steps, you can effectively manage your customers and projects in QBO. Feel free to reach out if you have any further questions or need additional assistance. I'm always here to help.