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KWCOffice
Level 1

How do I re-activate inactive client?

I am unable to select a deactivated/(deleted) customer to be able to re-activate the record.  This seems to have happened with the latest update. It worked a couple of weeks ago.

 

In my attached screenshot, I can click the red-underlined name, but it will never display on the right with the details of that customer. Therefore, I cannot reactivate the customer.

ZackE
Moderator

How do I re-activate inactive client?

Thanks for getting involved with this thread, KWCOffice. I appreciate your detailed information and screenshot.

 

Since the screen isn't displaying your customer's profile after clicking to it, I'd recommend checking the browser you're using. It's possible this could have something to do with temporary internet files. Browsing applications store these types of records, but sometimes they can cause issues with certain webpages. You can open a private window and check to see if customer profiles display properly.

 

Here's how to access incognito mode in some of the most commonly used web browsers:

 

  • Google Chrome: Ctrl Shift N
  • Mozilla Firefox: Ctrl Shift P
  • Microsoft Edge: Ctrl Shift P
  • Safari: Command Option P

 

If pages are loading correctly while browsing privately, it's safe to say this problem's being caused by your browser. It can be fixed by clearing cached data and Intuit-specific cookies.

 

In the event screens continue not loading properly while browsing in incognito mode, you'll initially want to try switching to another browsing application.

 

Here's a list of supported browsers:

 

  • Google Chrome - version 78 or newer
  • Mozilla Firefox - version 76 or newer
  • Microsoft Edge - version 75 or newer
  • Opera - version 68 or newer
  • Samsung - version 10 or newer
  • Safari - version 12 or newer

 

You can also check a browser's compatibility with QuickBooks by utilizing our browser health checkup tool. QuickBooks supports the current and two previous versions of browsers. If you find that you're using an unsupported version, make sure to update it to its latest release. Steps for doing so can be found on the particular company's website.

 

In the event you've found no problems that could be causing this with your browser, you'll want to check the operating system and internet speed you're working with.

 

Here's our recommended operating systems and internet speeds:
 

  • Windows PC - Windows 10, Intel Core i3 or a comparable processor (2013 or newer) with at least 2 GB of RAM, or Windows 10, Intel Core i5 or comparable processor with at least 4 GB of RAM.
  • Mac - OS X El Capitan 10.11, OS X High Sierra 10.13, or newer.
  • Linux - QuickBooks works with Linux, but you'll want to make sure you're using a supported browser and our recommended internet speeds.
  • Internet connection - 1.5 Mbps to 3 Mbps or higher.

 

If you meet our system requirements, but are still encountering pages that aren't loading properly, I'd recommend using a different device and/or internet connection. If it continues happening on other devices and internet connections, you'll want to get in touch with our Customer Care team. They'll be able to pull up the account in a secure environment, conduct further research, and create an investigation ticket if necessary.

 

They can be reached while you're signed in.

 

Here's how:

 

  1. Use the Help (?) icon.


     
  2. Click Contact Us.


     
  3. Enter a description of your situation in the What can we help you with? field, then hit Let's talk.


     
  4. Select Start messaging or Get a call.

 

Be sure to review their support hours so you'll know when agents are available.

 

You also have the option to reactivate customer profiles from your Customers screen:
 

  1. In the left navigation bar, go to Customers & leads, then Customers.
  2. Find your inactive customer on the list. If necessary, use your list's Gear icon and tick Include inactive. This will make inactive customers display on the list.
  3. Select Make active under your ACTION column.


I've also included a detailed resource about managing customer profiles which may come in handy moving forward: Manage customers

 

Please don't hesitate to send a reply if there's any questions. Have a great day!

AMech
Level 2

How do I re-activate inactive client?

Is there anyway to export the list of clients INCLUDING Inactive Clients? In QBO, 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 QBO.

I also tried to 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 is making each active again & then making them inactive - which is ridiculous. Especially since I've learned from this thread you 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. So frustrating. Any assistance would be appreciated. 

DebSheenD
QuickBooks Team

How do I re-activate inactive client?

I understand how important it is for you to have the option to include inactive clients when exporting it, @AMech.

 

It would greatly simplify the navigation process and make the process more convenient. Since we can't do it in QuickBooks, I suggest you send your feedback directly to our product engineers. They will evaluate your idea. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback under Profile.
  3. Enter your suggestion. Then, click Next.
    QBO feedback.PNG
     


If you want to track and manage your clients, you can review these articles moving forward:

 

 

Get back to me if you have other follow-up questions about clients. I'll be here to help. Have a nice day!

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