Question

Old Customers inactive

Forum|Forum|6 years ago
May 27, 2020
1 reply
10 views

I want to build a customer list of clients that I haven't invoice in 7 years. Anybody have an idea how to to this easily?

QuickBooks Desktop

M

MirriamM

QuickBooks Team

Welcome aboard to the QuickBooks Community space, @cherrirapp.

You can pull up and customize the Customer Contact List report in QuickBooks Desktop that will let you view your inactive customers.

Let me show you the steps:

Click the Reports menu at the top and pick Customers & Receivables.
Select Customer Contact List.
Hit the Customize Report button at the upper left side.
Go to the Filters tab.
On the Current Filter Choices section, click Active Status then set to Not-active.
Choose OK.

Here's some screenshots for your visual guidance:

You can check out this article to know more about the process above: Customize customer, job, and sales reports in QuickBooks Desktop.

If you need additional assistance when running a report in QuickBooks, please let me know. I’ll be right here to help. Enjoy your day!

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**Mark the post that answers your question by clicking on "Accept as solution".

C

cmoil

Thank you. This has helped me a little. Is there a way to take this list and narrow it down even more. I want a list of our customers that have had no activity at all. Only customers that have had activity since 2010 are showing activity in our database. I would like to delete anyone else. So customers with no history. We have over 13,000 customers in our database and the ones with no history I would like to delete. Is there a better way than to go through each individual customer?

A

AileneA

Moderator

Hello there, cmoil.

Thank you for reaching out to the Community. I am here to help you sort it out. We can simultaneously select multiple customers on the list to make a group of your customers inactive at the same time. Let me show you how to do it:

Click Customers menu, then select Customer Center.
Under Customers and Jobs tab, tap the drop-down, and choose All Customers.
Hover your cursor next to a customer you want to make inactive, and then click when the cursor turns to an "X."

That's it! Hiding your inactive customers from the Customers and Jobs list makes the file shorter and more manageable without deleting each customer’s historical data.

To learn more about this process check out this relevant article: Customize customer, job, and sales reports in QuickBooks Desktop.

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!

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