CYBER MONDAY SALE 70% OFF QuickBooks for 3 months*   Ends 12/5

Buy now
cancel
Showing results forΒ 
Search instead forΒ 
Did you mean:Β 
Announcements
Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

Reply to message

View discussion in a popup

Replying to:
sskinman
Level 3

Trying to understand.... Why would the quickbooks online developers make it impossible to make a customer inactive when they have completed projects assigned to them?

Making customers inactive seems perfectly logical when they're no longer your customer. However, it is not possible to do this if you've used projects to track income and expenses for the work you did for that customer. If there are ANY projects assigned to a customer (completed, canceled, or otherwise), you'll get the following message when you try to make the customer inactive: "Can't make customer inactive. You need to delete the projects linked to the customer before you can make it inactive." Just how dumb is that?? I went through the trouble of tracking everything at the project level for very good reasons. I don't want to lose that. I just want to make the customer inactive. I can always "revive" them later if they become a customer again. You shouldn't have to change your accounting in order to make a customer inactive.

Need to get in touch?

Contact us