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Best answer August 21, 2023
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Thank you for providing a visual reference, @Pro Grade Enterprises Inc. You may consider checking your user access rights.
If you're the primary admin, you should be able to reactivate a customer. You can inquire your primary admin to review your permission and change it.
However, if you have full access rights, I suggest re-sorting your customer list to fix this unexpected behavior. In addition, if this client is a sub-customer, ensure activating the primary client first so you can reactivate the customer/job. Or you can switch the sub-customer under another active primary customer name to reactivate it.
Also, I can see that you're in Flat View mode. Make sure switching to Hierarchical View to determine if it's a sub-customer or primary client. To change it, right-click on any name and then choose Hierarchical View.
Let me show you how to re-sort your client list and reactivate a sub-client or primary client:
- Go to the Customers menu and then select Customer Center.
- From the Customers & Jobs tab, right-click on any client/job and choose Re-sort List.
- Click OK.
- Once done, filter the Customers & Jobs tab to All Customers.
- From the client list, double-click the client name in question.
- See if you have the Customer drop-down field from the Address Info section.
- If you have, change it by clicking Add New to reactivate it.
- Hit OK.
To reactivate a primary client, click the X mark beside its name. Then click Yes to proceed.
If it persists, I suggest following Fiat Lux - ASIA's suggestion to reinstall the program. Before that, I suggest backing up your company file data so you can restore them after installing QBDT.
To help you manage your customers and jobs, you can refer to these articles:
- Tracking job costs in QuickBooks Desktop
- Customize customer, job, and sales reports in QuickBooks Desktop
Please let me know if you have other concerns about managing client's list. I'm always here to help, Kim. Take care.
Thank you for providing a visual reference, @Pro Grade Enterprises Inc. You may consider checking your user access rights.
If you're the primary admin, you should be able to reactivate a customer. You can inquire your primary admin to review your permission and change it.
However, if you have full access rights, I suggest re-sorting your customer list to fix this unexpected behavior. In addition, if this client is a sub-customer, ensure activating the primary client first so you can reactivate the customer/job. Or you can switch the sub-customer under another active primary customer name to reactivate it.
Also, I can see that you're in Flat View mode. Make sure switching to Hierarchical View to determine if it's a sub-customer or primary client. To change it, right-click on any name and then choose Hierarchical View.
Let me show you how to re-sort your client list and reactivate a sub-client or primary client:
- Go to the Customers menu and then select Customer Center.
- From the Customers & Jobs tab, right-click on any client/job and choose Re-sort List.
- Click OK.
- Once done, filter the Customers & Jobs tab to All Customers.
- From the client list, double-click the client name in question.
- See if you have the Customer drop-down field from the Address Info section.
- If you have, change it by clicking Add New to reactivate it.
- Hit OK.
To reactivate a primary client, click the X mark beside its name. Then click Yes to proceed.
If it persists, I suggest following Fiat Lux - ASIA's suggestion to reinstall the program. Before that, I suggest backing up your company file data so you can restore them after installing QBDT.
To help you manage your customers and jobs, you can refer to these articles:
- Tracking job costs in QuickBooks Desktop
- Customize customer, job, and sales reports in QuickBooks Desktop
Please let me know if you have other concerns about managing client's list. I'm always here to help, Kim. Take care.
