Get 50% OFF QuickBooks for 3 months*

Buy now
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Work smarter and get more done with advanced tools that save you time. Discover QuickBooks Online Advanced.

Reply to message

View discussion in a popup

Replying to:
JamaicaA
QuickBooks Team

Reply to message

Good day, @rooffriend.

 

Thanks for taking the time to scour our Community space for potential solutions. I've got more of them to help you reactivate your client in the program.

 

You may be encountering data-related issues since the job is inactive option is not highlighted. With this, let’s perform some basic troubleshooting. The verify and rebuild is a process that scans your company files for errors or data damage and then fixes them.

 

Here’s how:

 

  1. Go to the File then Utilities. Select Verify Data.
  2. Wait for it to load.
  3. Click File again, Utilities, then Rebuild Data.
  4. Press OK when you get the message "Rebuild has completed".

 

If you're the primary admin, you can reactivate a customer. Otherwise, request the primary admin to review your permission and make changes accordingly.

 

However, if you possess full access rights, re-sort customer list to fix any unexpected behavior. If it's a sub-customer, activate the primary client before reactivating the customer/job. Alternatively, you can assign the sub-customer to another active primary customer name to reactivate it.

 

Moreover, switch to Hierarchical View mode if you're using the Flat View. It might help you distinguish between a sub and a primary one. To switch to Hierarchical View, right-click on any name and select it.
1.PNG
 

After that, follow the steps below to re-sort your client list:

 

  1. Go to the Customers menu and then select Customer Center.
  2. From the Customers & Jobs tab, right-click on any client/job and choose Re-sort List.
    3.PNG
  3. Click OK.
  4. Once done, filter the Customers & Jobs tab to All Customers.
  5. From the client list, double-click the client name in question.
  6. See if you have the Customer drop-down field from the Address Info section.
    2.PNG
  7. If you have, change it by clicking Add New to reactivate it.
  8. Hit OK.

 

Once done, tick the mark beside its name to reactivate a primary client,  Then click Yes to proceed.

 

Furthermore, I recommend reinstalling the program if the issue persists. Before doing so, you can consider backing up your company file data so you can restore them after installing QBDT.

 

To help you manage your customers and jobs, check out these resources:

 

 

Do you have more questions about reactivating clients? Ask away and I'll help you out. Have a great day.

Need to get in touch?

Contact us