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office62
Level 1

I have time charges that I'm not going to bill the customer (old job from a year ago). What do I do so I can make the customer inactive?

 
1 Comment 1
JamesM
QuickBooks Team

I have time charges that I'm not going to bill the customer (old job from a year ago). What do I do so I can make the customer inactive?

Hi office62, 

 

QuickBooks Online makes it easy to make a customer inactive. I'd be happy to show you how. When you make a customer inactive or delete it, the customer is removed from the Customers area, reporting options, and any other place where customers are listed. This isn't 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. If you have transactions using the deleted customer, it will say Name (deleted), with the name of the inactive customer.

 

Make a customer inactive

 

- Follow these steps to make a customer inactive:

  1.     From the left menu, select Sales, and select Customers.
  2.     Find the customer and in the Action column select Make inactive.
  3.     Select Yes to confirm the request.
     

Let me know how you make out. I'll be here in case you get stuck. :)

 

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