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Join nowGood morning, @nuvu.
I'm happy to show you the process of viewing your inactive customers! Here are the steps:
If these are steps you have already tried, please let me know so we can explore other options. Have a fantastic day!
I didn't see an active status option.
Happy Friday @CDMS.
Thanks for dropping into the Community. I’m glad you found us! I’d be happy to help you view your inactive customers. Depending on which version of QBO you have, the naming could be different.
If you don’t see an “active” option, you should have a “deleted” option in the filter. Try these easy steps:
This will get you a list of all inactive(deleted) customers. If you want a list of ALL customers, active and inactive, you can select ALL in the drop-down to have a complete customer list.
Let me know if you have any other questions about finding your customers or anything else. I’m here for you any time.
Enjoy your weekend!
You guys don't know how your stuff really looks.
I clicked the 3 dots, and it didn't take me anywhere different than if I just clicked Customer Contact List itself. I did what you said and selected the filter option, and it has 3 boxes.
Filter, Operation, Value. I choose Deleted, Equals, and Yes and the Customer Contact List shows up empty and I have about 5 Deleted customers and 1 I really need to see.
Please help figure this out. Thank you.
I appreciate you for performing some steps to accomplish your goal in QuickBooks Online, Dan. Please know that QBO's workflow has been updated. Based on your statement, it appears you're on the program's new interface. Let me provide further details about this and ensure you can achieve your goal.
Customizing the Customer Contact List report on the new layout to display all inactive customers is currently unavailable. That is why the mentioned report seems empty or is unable to display all of the removed customers.
For now, I recommend switching to the old style so you can see the entire customer list, including inactive ones. To do so, click the Switch classic view button. Then, follow with the steps below.
Once completed, you'll be able to see all inactive customers with the word deleted beside their full name.
I also recommend contacting our QuickBooks Online Support Team. This is done to report this matter so that it can be investigated further by our engineering team.
In case you need steps on how to memorize a report that allows you to save its current customization settings, you read this article: Memorize reports in QuickBooks Online.
If you have any further questions about managing customer data or reports in QBO, leave a comment below. I'm always ready to answer them for you, Dan. Take care always!
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