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Tonyrip
Level 1

How can I find my archived customers that went missing with I integrated TSheets to Quickbooks?

I need to add customers back into system after integrating, but can't find the list which is archived.
1 Comment 1
MaryLandT
Moderator

How can I find my archived customers that went missing with I integrated TSheets to Quickbooks?

I'm here to help add back in those inactive (archived) customers in QuickBooks Online, Tonyrip.

 

Inactive customers are hidden from the list and reports. To find them, you can pull up the Customer Contact List report. Then, filter it to show deleted names.

 

Let me show you how:

 

  1. Go to Reports from the left menu.
  2. Find and open Customer Contact List.
  3. Click Customize.
  4. Select Filters.
  5. Mark the Deleted box, then choose Deleted.
  6. Choose All customers.
  7. Click Run report.

To add them, you can manage them through the Sales page. Then, follow these steps outlined below:

 

  1. Go to Sales from the left menu, then Customers.
  2. Select Settings ⚙, then mark Include inactive.
  3. Hidden customers show Name (deleted).
  4. Find the customer and in the Action column, select Make Active.

Feel free to visit this link for additional information: Make a customer inactive and then active.

 

Stay in touch with me if you need anything else about managing customers. I'm always around to help you.

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