Yes, it’s true that you can’t make a customer inactive if there is a project and time entries linked to them, @lmcnally.
To resolve this, you can create a temporary customer called "Dummy Customer" to hold the project and its time entries. Move the project and all associated time entries to the dummy customer.
Although the dummy customer is not real, your transactions and data will remain unchanged. This method allows you to keep all records while making the original customer inactive.
Here’s how:
- Hover over My apps, then click Projects.
- Select the project linked to the customer, then click Edit.
- In the Customer drop-down, click Add New.
- Create a new customer and name it (example: Dummy Customer), then click Save.
- Once done, click Save and close.
- Select Assign New Customer to finish transferring the project.
Once done, you can now make the original customer inactive.
If you have more questions about QuickBooks, feel free to ask. We’re here to help.
