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BillinDurham
Level 1

customer management

There used to be an option to make a customer inactive.  I no longer can find that option for our 'customers'.

 

 I do the books for my HOA and we don't have 'customers' but have 'members'.  Up until recently, the two things were synonymous, that is, I manage our members according to how customers are managed in QB online.  But as the interface has evolved, members seem to be something other than customers, specifically, the ability to make them inactive.  In fact, I can no longer find members I previously made inactive.  Very confused here.

Solved
Best answer May 01, 2022

Best Answers
JasroV
QuickBooks Team

customer management

I'll assist you in deactivating your customer in QuickBooks Online (QBO), @BillinDurham.

 

With just a few clicks and you're all good to go. Here's how:

 

  1. Go to the Sales menu and select the Members/Customers tab.
  2. Locate and select your preferred customer.
  3. From the Customer profile window, click the Edit drop-down menu.
  4. Select Make inactive and Yes to confirm. 2.PNG

 

You can also refer to this article for the complete details: Add and manage customers in QuickBooks Online.

 

To see the list of all your active and inactive customers, return to the Customers/Members tab, then click the Gear icon and select the Include inactive checkbox. 2.PNG

 

In regards to your customer labeled as members, you can revert it by modifying it in your Account and settings.

 

Here's how:
 

  1. Go to the Gear icon and select Account and settings.
  2. Select the Advanced tab.
  3. Click the Other preferences section.
  4. From the Customer label drop-down, select Customers2.PNG
  5. Click Save and Done.

 

Furthermore, I recommend checking your audit log and see who made some changes to your account that labeled your customers as member.

 

Once done, I got you these articles that can help you manage your receivables flawlessly: 
 

 

Please don't hesitate to tag me in your reply if you need more help about your customers and QBO. I'll be around ready to back you up. Stay safe and have a great week ahead!

View solution in original post

4 Comments 4
JasroV
QuickBooks Team

customer management

I'll assist you in deactivating your customer in QuickBooks Online (QBO), @BillinDurham.

 

With just a few clicks and you're all good to go. Here's how:

 

  1. Go to the Sales menu and select the Members/Customers tab.
  2. Locate and select your preferred customer.
  3. From the Customer profile window, click the Edit drop-down menu.
  4. Select Make inactive and Yes to confirm. 2.PNG

 

You can also refer to this article for the complete details: Add and manage customers in QuickBooks Online.

 

To see the list of all your active and inactive customers, return to the Customers/Members tab, then click the Gear icon and select the Include inactive checkbox. 2.PNG

 

In regards to your customer labeled as members, you can revert it by modifying it in your Account and settings.

 

Here's how:
 

  1. Go to the Gear icon and select Account and settings.
  2. Select the Advanced tab.
  3. Click the Other preferences section.
  4. From the Customer label drop-down, select Customers2.PNG
  5. Click Save and Done.

 

Furthermore, I recommend checking your audit log and see who made some changes to your account that labeled your customers as member.

 

Once done, I got you these articles that can help you manage your receivables flawlessly: 
 

 

Please don't hesitate to tag me in your reply if you need more help about your customers and QBO. I'll be around ready to back you up. Stay safe and have a great week ahead!

Ericc014
Level 1

customer management

What is the Purpose of Customer Relationship Management? Customer Relationship Management (CRM) enables a business to cut costs and increase profits. CRM systems are used to organize, automate, and track business processes like lead generation, marketing, forecasting, sales, ROI measurement, and customer service

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BillinDurham
Level 1

customer management

The location of things changed a bit but this was a very complete answer to my question.

 

I don't understand the distinctions between customers and members but I manage the books for an HOA and treating everyone as a 'member' seems appropriate and right.  

 

Thank You!

JasroV
QuickBooks Team

customer management

I'm glad I was able to help you resolve your concern, @BillinDurham.

 

If you need further assistance with your QuickBooks Online (QBO) account, you're always welcome in the Community space.

 

I'll be here more than happy to back you up. Stay safe and have a good one!

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