Past/Present Client contact info list - Is there anyway to export a list of clients INCLUDING Inactive Clients?

AMech · ‎December 27, 2023

Is there anyway to export the list of client data INCLUDING Inactive Clients? In QBO from the Clients screen, when I click the gear icon, click include inactive, & then export, only active clients show up in that xls sheet - even though they are visible & in the list in QBO.

I also tried select all, but once you click the select all/name check mark box, the export option disappears & only gives 3 batch options (create statements, email, make inactive). The only option I see right now is making each active again & then making them inactive - which is ridiculous. Especially since I've learned from this thread that you would have to do this individually for every single inactive client. (It would be nice for those needing to reactivate clients, it if it were in the batch options just like "make inactive" is....... no sense). I personally prefer not to make inactive clients active again, just to export a past/present client list. This seems like a simple request, that once again QB has completely muddied. Incredibly frustrating per usual. Any assistance would be appreciated.

jenop2 · ‎December 27, 2023

Hi there, AMech.

I noticed this question was also asked previously in a separate discussion thread, and one of my colleagues has already provided a response there.

To avoid duplicated efforts, let me redirect you to that existing thread so you can view the answer that was posted.

Here's the link: https://quickbooks.intuit.com/learn-support/en-us/account-management/how-do-i-re-activate-inactive-c...

The Community is always here if you need anything else.

4Gal · ‎December 27, 2023

@AMech

You can use an exporter tool

https://get.transactionpro.com/qbo

AMech · ‎December 27, 2023

If anyone is wondering what lies in that link as an answer, it is the ubiquitous "send feedback".

AMech · ‎December 27, 2023

If anyone is wondering what lies in that link as an answer, it is the ubiquitous "send feedback".

moidu · ‎July 21, 2025

Thank you for your assistance, But once we export the list to excel the inactive clients does not appear. We can see it in the screen but not in the exported sheet. How to solve this?

Heide DC · ‎July 21, 2025

Exporting a customer list will not include the inactive ones, Moidu. However, we can generate and export the Customer Contact List report for your inactive clients.

Here’s how to run the report:

Go to the Reports section and search for Customer Contact List.
Click on the Filter option.
In the Filter section, set the criteria to Data, equals, Yes in each dropdown.
Once you've applied the filters, click the Export icon next to the Print icon.
Finally, select the Export to Excel option to confirm your export.

For more information on exporting your customers' data to Excel from QuickBooks, see this article: Export customer data to Excel.

If you have any further questions about exporting customers in QuickBooks, feel free to reach out. We're here to help.

Topics

Training

Community

Resources

Past/Present Client contact info list - Is there anyway to export a list of clients INCLUDING Inactive Clients?