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Level 1

How do I re-activate inactive client?

 
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Best answer April 11, 2019

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Moderator

How do I re-activate inactive client?

Hello there, @bisic.

 

Thanks for taking the time to reach out here in the Community. I'd be happy to help you with reactivating your inactive client in QuickBooks Online.

 

If you're trying to remove a client's company in your QBOA account, please refer to the steps below:

  1. Login to your QBOA account.
  2. Click Clients under YOUR PRACTICE on the left menu.
  3. Look for the client's company and click Make active under the ACTIONS column.

Capture1.PNG

However, if you're referring to a customer in your QBO account, here's how to reactivate the client:

  1. On the left pane, click Sales.
  2. Select the Customers tab.
  3. Click the Gear icon above the ACTION icon.
  4. Put a mark next to Include inactive.
  5. Find the customer and click the Make active link in the ACTION column.

Capture2.PNG

That should get you back on track. For future reference, you can also visit our Blog to learn what new updates are being rolled out, as well as additional references while working with QuickBooks.

 

Please know that I'm just a post away if you're referring to something else or if you have any other questions while working with QuickBooks. I'll be happy to help you out. Wishing you and your business success. 

View solution in original post

6 Comments 6
Highlighted
Moderator

How do I re-activate inactive client?

Hello there, @bisic.

 

Thanks for taking the time to reach out here in the Community. I'd be happy to help you with reactivating your inactive client in QuickBooks Online.

 

If you're trying to remove a client's company in your QBOA account, please refer to the steps below:

  1. Login to your QBOA account.
  2. Click Clients under YOUR PRACTICE on the left menu.
  3. Look for the client's company and click Make active under the ACTIONS column.

Capture1.PNG

However, if you're referring to a customer in your QBO account, here's how to reactivate the client:

  1. On the left pane, click Sales.
  2. Select the Customers tab.
  3. Click the Gear icon above the ACTION icon.
  4. Put a mark next to Include inactive.
  5. Find the customer and click the Make active link in the ACTION column.

Capture2.PNG

That should get you back on track. For future reference, you can also visit our Blog to learn what new updates are being rolled out, as well as additional references while working with QuickBooks.

 

Please know that I'm just a post away if you're referring to something else or if you have any other questions while working with QuickBooks. I'll be happy to help you out. Wishing you and your business success. 

View solution in original post

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Level 1

How do I re-activate inactive client?

Thank you.

Highlighted
Level 2

How do I re-activate inactive client?

I have inactived several clients.  I do not see any of my inactive clients in the customer list.  None of the answers provided are helpful.   Where does Quickbooks Online store the inactive client list?  

Highlighted
Content Leader

How do I re-activate inactive client?

Ask no more, @BoxesNearMe1.

 

I have some clarification to provide regarding your question on inactive clients. As detailed in my colleague's post above, your Inactive Clients won't display until you've clicked the tiny Gear icon (⚙) and checked the box to Include Inactive as shown in Step 3 of the picture below.

 

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Once you've checked this box, all Inactive Clients will be displayed on the Clients tab. Please don't hesitate to reach out to me here should you have any additional questions or concerns, I'm always up to talk QuickBooks. Thanks for coming to the Community, wishing you a safe and productive rest of your week.

Highlighted
Level 1

How do I re-activate inactive client?

5. Find the customer 

 

So you don't list the 'how' to find the customer. No search results are returned when searching inactive (deleted) customers. They're listed below if you can ever get to them scrolling down & hitting 'next' one page at a time. :(  

 

Ever since we moved to QBO the inactive customers will show but they are NOT SEARCHABLE. So I literally have to scroll down & hit next until I've gone enough pages forward to find them in the list with their old customer number & the word (deleted). This is NOT efficient as some are 100 pages or more down the list. All of the customer data is there, but none of it pulls up with the Search Field entries. MAKE IT FIND THEM WHEN I SEARCH!!!!! please I can't take this nightmare anymore

Highlighted
QuickBooks Team

How do I re-activate inactive client?

Let me share some information on how to look for these inactive customers, @TH_PERS.

 

An inactive customer is still searchable from the Customers page. Just make sure to include all the inactive from that page. Once done, you can click on the search box beside the Batch actions drop-down and type deleted

 

That'll show you all the customers that you've marked as inactive. Check the screenshot below:

Here's more information on how to add, delete, merge, and restore a customer

 

Please let me know how it goes or if I can be of additional assistance. I'm only a post away should you have any follow-up questions.

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