I'll help you make your customer inactive in QuickBooks Online (QBO), @Gaine19.
Since your customer doesn't have any recurring transactions made in QuickBooks, therefore we can simply make him inactive. Let me show you how:
- Go to Sales, then select Customers.
- Choose the customer you want to make inactive, then click the drop-down arrow below the ACTION column.
- Select Make inactive and click Yes to confirm.
Please take that note once you make a customer inactive, he/she will be removed from the Customer area, reporting options, and any other place where customers are listed.
Although this is not a complete removal of their information, as you will still see their previous activity with your company in reports and their transactions will still be available for access.
In case you want to make this customer active again, you can follow these steps:
- Click Sales, then select Customers.
- Above the Action column, select the small Gear icon, then check Include inactive.
- Find the customer and select Make Active in the Action column.
The Community always has your back, so please let me know if you have other questions.
