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Best answer April 03, 2024
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Good day, @ZCC2024! I've got some alternatives to help you make your customers who haven't worked for you for 5 years inactive in your QuickBooks Online (QBO) account.
At this time, there is no integrated way to automatically inactivate customers who haven't worked for you last five years. However, you can pull up a report instead and make it inactive by batch, just as you mentioned. Let me guide you through the steps easily.
We can start by running the Transaction List by Customer report and customize it to show the transactions by year. Follow the steps below to proceed:
- Go to the Reports menu and look for the Transaction List by Customer report.
- Select All Dates or Custom dates in the Report period dropdown.
- Click Group and select Date by year to sort out your transactions yearly.
- From there, review those customers that don't have transactions for the last 5 years.
Furthermore, you may also pull up the Customer Contact List report and customize it to show the created date. I'll show you how:
- Go to the Reports menu and look for the Customer Contact List report.
- Click Columns and place a checkmark on the Created date.
- You can customize the report for your preference.
You can also export and download it to Excel for further customizations and filtering out the customers' data.
Once you have the list of the customers you need to make inactive, proceed with these steps to complete the process:
- Go to Sales, then select Customers.
- Place a checkmark beside their names.
- From the Batch actions dropdown, choose Make inactive.
- Then confirm by selecting Yes, make inactive.
You may also visit this article to learn more about tailoring your reports, displaying particular accounts or customers, and configuring the layout for precise data placement: Customize reports in QuickBooks Online.
Please let me know if there is any other way I can help you use QuickBooks the way your firm needs it. I'm always around to provide answers and clarifications to your questions. Goodbye for now and have a good one!
Good day, @ZCC2024! I've got some alternatives to help you make your customers who haven't worked for you for 5 years inactive in your QuickBooks Online (QBO) account.
At this time, there is no integrated way to automatically inactivate customers who haven't worked for you last five years. However, you can pull up a report instead and make it inactive by batch, just as you mentioned. Let me guide you through the steps easily.
We can start by running the Transaction List by Customer report and customize it to show the transactions by year. Follow the steps below to proceed:
- Go to the Reports menu and look for the Transaction List by Customer report.
- Select All Dates or Custom dates in the Report period dropdown.
- Click Group and select Date by year to sort out your transactions yearly.
- From there, review those customers that don't have transactions for the last 5 years.
Furthermore, you may also pull up the Customer Contact List report and customize it to show the created date. I'll show you how:
- Go to the Reports menu and look for the Customer Contact List report.
- Click Columns and place a checkmark on the Created date.
- You can customize the report for your preference.
You can also export and download it to Excel for further customizations and filtering out the customers' data.
Once you have the list of the customers you need to make inactive, proceed with these steps to complete the process:
- Go to Sales, then select Customers.
- Place a checkmark beside their names.
- From the Batch actions dropdown, choose Make inactive.
- Then confirm by selecting Yes, make inactive.
You may also visit this article to learn more about tailoring your reports, displaying particular accounts or customers, and configuring the layout for precise data placement: Customize reports in QuickBooks Online.
Please let me know if there is any other way I can help you use QuickBooks the way your firm needs it. I'm always around to provide answers and clarifications to your questions. Goodbye for now and have a good one!
Being able to deactivate customers in bulk is essential for easy mass deactivation, @ZGCBX. Let me explain this further.
I can see how beneficial it is for you and your business. However, the option to bulk inactivation for customers is unavailable in QuickBooks Online (QBO). I recognize your need for this feature, so I recommend sending a message to our development team. We're continuously working to enhance the product's features to ensure our customers have the best online experience. They can review your suggestion and consider it for future product enhancements. Here's how:
- Select the Gear icon, then choose Feedback.
- Type in your comments or product suggestions.
- Select Next to submit.
Additionally, you can also merge the profiles of your duplicate customers. To understand this more, you can check this reference for guidance: Add and manage customers in QuickBooks Online.
When handling more with your customers, I'm here to assist you if you have more questions. Take care!
