I'm here to guide you on how to inactivate a vendor successfully, mwagner17.
You can't directly inactive a vendor in QuickBooks Online if they have a billed transaction. This is a built-in feature to ensure accurate accounting and prevent errors.
On the positive side, there's still a way to achieve your desired outcome. You'll need to find the unbilled charges and unmark the billable expense.
Before taking the steps below, I recommend contacting your accountant to ensure your books are accurate.
To find the unbilled charges:
- In the left-hand menu, select Reports.
- From the Find report by name column, type in Unbilled Charges and click it.
- Tap Customize.
- From the Group by dropdown, select Vendor.
- Click Filter and click the Vendor dropdown
- Tick your preferred vendor and hit Run report.
To unmark the billable expense:
- Click the date below of your vendor.
- Select the Expense below Billable Expense.
- Untick all green checkmarks in the Billable column.
- Hit Save and close.
Repeat the steps for other expense transactions. Once done, you can now deactivate the vendor.
Furthermore, if you received a refund from a vendor, you can create a vendor credit to record it.
I'm always ready to back you up if you need more help deactivating your vendor. You can use the reply button to submit your comment. Your experience is our priority.
