That's a great question, @Kim208. When it comes to inactivating a customer record in QuickBooks Online, it's essential to understand what happens to the transaction history. Let me share insights about it.
Inactivating a customer does not automatically move the transaction history to the vendor record even if you create a vendor with that same name. Instead, the transaction history remains within the customer's record for easy reference and reporting purposes. If you see a transaction for an inactive customer, it displays as 'Name (deleted)'. It's always good to clarify these details to ensure a smooth transition and accurate record-keeping
I've added this article to learn how to manage your customers and vendors:
You're always free to drop a comment below if you have additional questions about your customer's data. I'm glad to assist you. Keep safe.
