Make old customer inactive even if it has a COMPLETED project under it

ChristineJoieR · ‎June 05, 2024

Let's do some troubleshooting steps to resolve the issue about inactivating old customers in QuickBooks Online, Spytekbookkeeping.

We can log into your account through a private browsing window since can assist in determining whether the problem stems from your browser.

Here are the keyboard shortcuts:

Safari: Command + Shift + N
Google Chrome: CTRL + Shift + N
Mozilla Firefox or Microsoft Edge: CTRL + Shift + P

Furthermore, we can perform other suggested troubleshooting steps, such as clearing the cache and other supported browsers in resolving this case within your company.

However, if none of these fixes the issue, I suggest contacting our QuickBooks Support Team. They possess the tools to investigate the cause and will promptly submit a ticket to our engineering team to ensure they are alerted about the issue when necessary.

I'm also adding this article for additional help managing your customers list: Add and manage customers in QuickBooks Online.

I'm just a message away if you need further assistance managing your customer list within QuickBooks Online (QBO). I'm always happy to help you out again.

asroberts

Commenting to be another voice saying its ridiculous that you have to delete a project in order to inactivate a customer!! Please fix this! I already sent feedback through my account as well.

masterrenovationsinc

I am adding another voice to this. In QB desktop, it was no problem to make a project inactive. I can't go through and change all the existing project data to a new sub-customer once the project is done. That could be hundreds of entries. Plus, they usually span at least one tax season cutoff, and my tax preparer locks the books once everything is in, so I can't change what project or sub-customer an entry is with without entering the unlock code.

There has got to be a way for Intuit to change this.

I sent a feedback.

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