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April 4, 2020
Question

I transferred to Quickbooks online and all my inactive customers came over and I can't remove them because they have unmilled charges but the balance is 0?

  • April 4, 2020
  • 1 reply
  • 6 views
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1 reply

MaryLurleenM
Level 6
April 5, 2020

Hello there, bolanospools,

 

Before you can make these customers inactive, you'll want to remove the billable expenses first.

 

Here's how:

  1. Click Reports on the left pane.
  2. Select Uninvoiced charges or Unbilled charges.
  3. Locate the items you marked as billable.
  4. Open the transaction.
  5. Uncheck the box in the Billable column.
  6. Remove the name of the customer.
  7. Click Save and close.

Now, to inactivate customers:

  1. Click Sales on the left pane.
  2. Select the Customers tab.
  3. Put a checkmark on the box beside the customer's name.
  4. Click the Batch actions drop-down and select make inactive.
  5. Select Yes.

I'll be around if you need further assistance.