How do I create a sales report for specific INACTIVE customers. QB Online

Yes, there is an option to do that, rlw. Let me show you the step-by-step process.

Running a report in QuickBooks online and customizing the Sales by Customer Summary will let you view all necessary information you need. You must filter the report correctly to achieve the specific report for inactive customers. Here's how:

1. Open the Reports menu.
2. At the search tab, "type" Sales by Customer Summary.
3. Under the Report period, select "All Dates."
4. Then, go to the Customize section.
5. Under Filter, click the drop-down arrow in the Customer tab, then select the inactive customer's name.
6. Then, click Run Report.

There is also a way to make inactive customers active again. Here's how:

1. Go to Sales.
2. At the Customers section locate the gear icon on the right side.
3. Under Other, check the Include inactive option.
4. Then, choose the inactive customer's name then hit Make active.

A browser-related issue might be happening if you can't run the report for specific inactive customers after following the steps. 

To fix this, let's access your account through an incognito window to eliminate the possibility of a webpage issue. Below are the keyboard shortcuts:

• Google Chrome and Microsoft Edge: Ctrl+ Shift + N
• Mozilla Firefox: Ctrl + Shift + P
• Safari: Command + Option + P

Moreover, to save the current customization settings, follow these steps: Memorize reports in QuickBooks Online.

Keep in touch if you need more help managing reports in QuickBooks Online. Thank you for using our services, rlw. Take care and be safe.

Unfortunately, this did not work for me.  I had already tried running a report with the customization feature and the names of inactive customers do not show on the list to filter down.

I tried an incognito window as well and it didn't work either.  

I cannot make an inactive customer active either due to the fact that we retain customers when they change ownership but we set them up as new accounts in our system and zero the other out.  

So it is looking like I can't simply run a report with inactive customers only selected.  This is for a year to year sales comparison and should be a report that is simple to run.  Mind boggling to me that it is not.  

Neither option worked.  I have tried running that report before and filtering down and the names of inactive customers do not appear on the filter list.  

I tried the private browsing as well and they are not there either. 

Due to the fact that we retain customers when they change ownership and set them up as new accounts in our system, we cannot make inactive customers active again.  Too confusing for billing. 

This should be a simple report I can run.  It is mind boggling to me that I can't run a simple report with inactive customers.  

This is for a year to year sales comparison and I would like to use it for this function, but looks like I need to find some other program that can do it for me. 

I appreciate your effort in following the suggested troubleshooting steps provided by my colleague above, Rlw. I know you're finding ways to get the report you need. I'm here to share another workaround to achieve this sales report specific to your inactive customers in QuickBooks Online.

You can pull up a Sales by Customer Summary, and look for a filter that allows you to select All Customers. Applying this filter will enable the report to encompass every customer in your database, both active and inactive. Please refer to the screenshot below:

Next, export the report to an Excel file to enhance customization options, enabling you to edit the report and eliminate any unnecessary details.

Here's how:

1. Go to Reports.
2. Search for and select the report you want to export.
3. Pick the Export/Print dropdown, then click Export to Excel.
4. Save the file to the download folder or your desktop.

If the inactive customer isn't showing on your end, I recommend calling our support team to investigate this error further and verify if there are ongoing cases. 

You can follow the steps below:

1. Log into your QuickBooks account.
2. Click the Help option in the upper-right corner.
3. Tap the Contact Us button.
4. Choose a topic from the boxes or tap the Ask about something else box.
5. Next, state your concern in the box. Example: Refund concerns. Then, press the Continue button.
6. After that, select between the two options: Have us call you or Schedule an Appointment.

To learn the best time to get in touch with our support team, tap the link for the full details: QuickBooks Online Support.

If you have further questions or need assistance as you navigate the process, comment below. I'm here to help you facilitate your client sales and ensure everything runs smoothly.