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Replying to:
Jeff_S
QuickBooks Team

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Yes, there is an option to do that, rlw. Let me show you the step-by-step process.

 

Running a report in QuickBooks online and customizing the Sales by Customer Summary will let you view all necessary information you need. You must filter the report correctly to achieve the specific report for inactive customers. Here's how:

 

  1. Open the Reports menu.
  2. At the search tab, "type" Sales by Customer Summary.
  3. Under the Report period, select "All Dates."
  4. Then, go to the Customize section.
  5. Under Filter, click the drop-down arrow in the Customer tab, then select the inactive customer's name.
  6. Then, click Run Report.

There is also a way to make inactive customers active again. Here's how:

 

  1. Go to Sales.
  2. At the Customers section locate the gear icon on the right side.
  3. Under Other, check the Include inactive option.
  4. Then, choose the inactive customer's name then hit Make active.

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A browser-related issue might be happening if you can't run the report for specific inactive customers after following the steps. 

 

To fix this, let's access your account through an incognito window to eliminate the possibility of a webpage issue. Below are the keyboard shortcuts:

 

  • Google Chrome and Microsoft Edge: Ctrl+ Shift + N
  • Mozilla Firefox: Ctrl + Shift + P
  • Safari: Command + Option + P

 

Moreover, to save the current customization settings, follow these steps: Memorize reports in QuickBooks Online.

 

Keep in touch if you need more help managing reports in QuickBooks Online. Thank you for using our services, rlw. Take care and be safe.

 

 

 

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