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Best answer January 22, 2022
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Let me guide you on how you can set your client as inactive so you can add them as vendor, terri-plantbased.
Once you've added a customer, the option to remove them is unavailable. You'll want to make them inactive instead. To do this, I've outlined the step below:
- Go to the Sales tab menu.
- Select Customers.
- Search for the customer on the search bar. You can also scroll down to locate them and click.
- Go to the Customer Details tab, click Edit.
- Select Make inactive to remove the customer's name.
Once done, you can enter Office Depot as a vendor. I've provided you with this link so you can check out the video: Adding Vendors. Furthermore, learn how to enter bills and record payments form vendors. I've added this resource for your guide: Enter Bills And Record Bill Payments In QuickBooks Online.
Please touch base with us if you have any questions about vendors. We're here for you 24/7. Stay safe!
Let me guide you on how you can set your client as inactive so you can add them as vendor, terri-plantbased.
Once you've added a customer, the option to remove them is unavailable. You'll want to make them inactive instead. To do this, I've outlined the step below:
- Go to the Sales tab menu.
- Select Customers.
- Search for the customer on the search bar. You can also scroll down to locate them and click.
- Go to the Customer Details tab, click Edit.
- Select Make inactive to remove the customer's name.
Once done, you can enter Office Depot as a vendor. I've provided you with this link so you can check out the video: Adding Vendors. Furthermore, learn how to enter bills and record payments form vendors. I've added this resource for your guide: Enter Bills And Record Bill Payments In QuickBooks Online.
Please touch base with us if you have any questions about vendors. We're here for you 24/7. Stay safe!
Hi there, terri-plantbased.
I'm here to share additional information on how you can set your client as inactive in QuickBooks Online.
Before doing so, let's switch to accountant view so you'll be able to see the Sales menu in QuickBooks Online. Changing this view won't affect your company data.
You can go to the Gear icon and simply click the Switch to Accountant view.
Once done, you can now make your customer inactive successfully.
Here's how:
1. Go to the Sales tab and choose Customers.
2. Locate the customer's name.
3. Go to the Customer Details tab, click Edit.
4. To remove the customer's name, select Make Inactive.
5. Click Yes to confirm.
You can browse this article to know more about managing clients in QuickBooks Online.
These resources should help to get you back on track. If you've got other questions in mind on how to inactive clients, feel free to leave a reply below. I'll be glad to assist you.
