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carol_p
Level 1

Does your customer list include inactive, or deleted customers every time you open the Customers list?

 
1 Comment 1
Jelayca V
QuickBooks Team

Does your customer list include inactive, or deleted customers every time you open the Customers list?

The Customer Contact List report generally includes active customers and doesn't display inactive or deleted customers by default, Carol. However, this can vary based on specific settings or filters applied within the system. I'd be glad to walk you through the steps to customize this.

 

Let's navigate to the Reports menu and personalize the report to apply filters that generate a list of inactive or deleted customers:

 

  1. Go to Reports, then Standard reports.
  2. Enter Customer Contact List in the search field.
  3. Choose to Switch to classic view or stay in the modern view.
  4. If you’re in classic view, click the Customize button.
  5. Navigate to the Filter dropdown.
  6. Select Deleted, in the Deleted dropdown field.
  7. Once done, hit Run report.
    sample.jpg

 

Alternatively, without running a report, you can hover over the Customers page and click the mini-Gear icon to Include inactive customers in the list.

sample.jpg

 

If you have customers with the same information you wish to consolidate, please refer to this article for more details: Merge duplicate customers in QuickBooks Online.

 

Additionally, you can memorize the reports you've customized. This feature saves you time by eliminating the need to go through the customization process again.

 

To further enhance your QuickBooks experience, consider collaborating with our QuickBooks Live Expert Assisted team. These experts can help you generate the reports you need to manage your finances effectively.

 

As always, the Community team and I are here to assist you with any questions about your customers and customize your reports. Please click the Reply button below, and we’ll provide detailed support.

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