cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get your Payroll questions answered by a QuickBooks Product Manager here - intuit.me/31Nl3My
JackS
Moderator

Missing or inactive wholesale clients in QuickBooks Accountant

 

 

If you are missing a client on your Subscriptions and billing screen, it is likely that this client has been marked inactive.

 

Note: Making a client inactive does not remove them from your wholesale billing.

 

In order to move your client back to the Subscriptions and billing screen follow these steps:

  • Click on Overview
  • Click the Gear icon above Actions and choose Include inactive clients
  • Scroll to the client missing from the Subscriptions and billing screen
  • Click Make active

 


The client will now show on the Subscriptions and billing screen.

 

Make a client inactive:

 

acct billing 1.png

 

Choose the client you want to make inactive and from the Edit client, ▼ dropdown select Make inactive.

 

 

Reactivate an inactive client:

 

acct billing 2.png

 

Choose the inactive client you want to reactivate and click Make active.

 

Need to add, edit or delete a client? Check out managing clients in QuickBooks Online Accountant.

 

If you have any questions, please let us know in the comments below.

 

Need to get in touch?

Contact us