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rlw
November 30, 2024
Question

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

  • November 30, 2024
  • 4 replies
  • 78 views

I need to run a report that filters down to just my inactive customers and see their sales for the year prior.  

One of our customers switched ownership and renamed with something very similar.  They have 9 locations.  To avoid confusion, we needed to make the old customer inactive.  But now I would like to do a side by side comparison of last year's revenue to this with the old customer name and the current customer name, but I am not able to select the inactive customers on the filter list because they do not appear there.  
I cannot make them active again, so this is not an option.  

How to I make them appear as a selection under filter on my sales by class summary/detail report? I am using Quickbooks online. 

4 replies

Jeff_SQuickBooks Team
QuickBooks Team
November 30, 2024

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.

 

 

 

rlwAuthor
December 11, 2024

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. 

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