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Inactivate Customers and Items in mass transaction

Is there a way to inactivate customers and/or inventory items in Quickbooks Enterprise without doing them one by one?  Our business generates a large number of one-time inventory items and do not have many repeat customers.  This creates a lot of customers and inventory items that will not be used again.  We are looking for an easier way to inactivate the customers and items when the customer job is complete.

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Best answer March 05, 2020

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QuickBooks Team

Inactivate Customers and Items in mass transaction

Hi there, @BernieJ.

 

At this time, we can only inactivate customers and inventory items one at a time. But I've got a workaround for you that you might consider.

 

You can put an mark for the customers and inventory items you want to inactivate. Let me guide you through the steps.

 

Here's how to inactivate customers easily:

 

  1. Go to the Customers menu, then select Customer Center.
  2. From the Active Customers drop-down, choose All Customers.
  3. In the column, put an mark to the customer you want to inactivate.
  4. Click Yes if prompted.

Once done, all customers tagged as X are inactive.

 

Then, for inventory items, please follow the steps below:

 

  1. Go to the Lists menu, then select Item List.
  2. In the Item List window, put a checkmark to the Include inactive checkbox.
  3. From the column, put an mark on the inventory items you want to inactivate.
  4. Click Yes if prompted.

After the steps, those items marked as X are inactive.

 

Also, I want to let you know that your voice matters and I'm submitting feedback directly to our product engineers for consideration. For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

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!

View solution in original post

1 Comment
Highlighted
QuickBooks Team

Inactivate Customers and Items in mass transaction

Hi there, @BernieJ.

 

At this time, we can only inactivate customers and inventory items one at a time. But I've got a workaround for you that you might consider.

 

You can put an mark for the customers and inventory items you want to inactivate. Let me guide you through the steps.

 

Here's how to inactivate customers easily:

 

  1. Go to the Customers menu, then select Customer Center.
  2. From the Active Customers drop-down, choose All Customers.
  3. In the column, put an mark to the customer you want to inactivate.
  4. Click Yes if prompted.

Once done, all customers tagged as X are inactive.

 

Then, for inventory items, please follow the steps below:

 

  1. Go to the Lists menu, then select Item List.
  2. In the Item List window, put a checkmark to the Include inactive checkbox.
  3. From the column, put an mark on the inventory items you want to inactivate.
  4. Click Yes if prompted.

After the steps, those items marked as X are inactive.

 

Also, I want to let you know that your voice matters and I'm submitting feedback directly to our product engineers for consideration. For now, you can visit our blog site so you'll be able to get the latest news about QuickBooks and what our Product Care Team is working on. 

 

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!

View solution in original post

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