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dvmason
Level 2

making customer inactive

From my dashboard, I am trying to make a client "inactive." The system tells me I can't do that because there are projects that I need to delete first.  I do not use projects, so there are no projects to delete.  

 

So I tried making the client inactive from the "Your Practice" screen.  It tells me I cannot make the client inactive because it has "subclients," which I do not use.

 

Can someone tell me how to make a client inactive???  This shouldn't be so difficult.

 

Thanks.

5 Comments 5
Mark_R
QuickBooks Team

making customer inactive

Making your customer's inactive is my priority, @dvmason.

 

One of the possible reasons why it won't let you inactive one of your clients is that your browsers' stores frequently-accessed data, thus causing websites to act weirdly.

 

Let's try logging in to your QBO account using a private or a different browser. This way, we can check if it's a browser data issue. 

 

Here's how:

 

  • Press Ctrl + Shift + N on your keyboard for Google Chrome and Mozilla Firefox
  • Press Command + Shift + N for Safari

Once logged in, go back and try to make a client inactive again to double-check. For more guidance, feel free to check out this article: Make a customer inactive and then active.

 

If this works, it means that you need to clear the browser's cache so the system can start fresh. 

 

If you get the same result, I suggest contacting our Phone Support Team. This way, they can further investigate this matter further and create an investigation ticket if other users are experiencing the same.

 

Please keep in touch if there's anything else I can do to help you succeed with QuickBooks. I've got your back. Have a great day!

Mark_R
QuickBooks Team

making customer inactive

I'm here to ensure everything is working, @dvmason.

 

Were you able to make your customer inactive after the troubleshooting steps I shared? I can provide further assistance if you still encounter any issues with this.

 

I'll be around if you need more help with your concern. Wishing you all the best.

dvmason
Level 2

making customer inactive

Hello, Mark.

Thanks for reaching out.  Unfortunately, the solutions you suggested didn't work, so I contacted a QBO agent online.  Thru chat, he was able to help me work my way around the program to discover what steps I needed to take.  Client is now inactive, problem solved.

 

Thanks again.

Debbie Mason

skelacorp
Level 1

making customer inactive

could you share what steps you took to make the client inactive?

JhonPaulC
QuickBooks Team

making customer inactive

 

You came to the right place, @skelacorp.Let me take care of your concern so you can make your customer inactive successfully. 

 

Here's how:

  1. In QuickBooks Online Accountant, go to the Clients menu.
  2. Find the client.
  3. Select the Edit client ▼ dropdown and then Make inactive.

To see your inactive clients:

  1. In QuickBooks Online Accountant, go to the Clients menu.
  2. Select the Settings ⚙ icon at the top of the list.
  3. Select the Include inactive clients checkbox.

You can browse this article to know more about managing clients in QuickBooks Online.

 

Let me know if you have other concerns or questions. I'll be around to help you anytime. Take care!

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