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yvonne-eucalyptu
Level 1

Why inactive customers become deleted?

I just noticed recently that at least one inactive customer (inactive Oct 2020) is deleted. Then by running Sales By Customer Summary for this year reveals all my inactive customer has been deleted, Is is possible to retrieve data on these customers?
Solved
Best answer December 31, 2020

Best Answers
RenjolynC
QuickBooks Team

Why inactive customers become deleted?

Yes, it's still possible to get the data, yvonne-eucalyptu.

 

Inactive customers are not deleted permanently to keep the recorded transactions for your financial reports. This is why you see the customer's name with (Deleted) beside it in the Sales by Customer Summary and other customer reports.

 

To view the transactions for this inactive customer, you can follow these steps:

 

  1. Go to Sales > Customers.
  2. Click the Gear icon above the Action column and put a check mark on the Include inactive box.
  3. Select the customer's name to view the transactions from the Transaction List tab.

Please see these sample screenshots for a visual reference:

 

 

If you have plans in making the customer active in the future, you can check out this article for the steps: Make a customer inactive and then active.

 

You can also browse the other articles here.

 

Please let me know if you have other questions for QuickBooks Online. I'm always here to help. 

View solution in original post

4 Comments
RenjolynC
QuickBooks Team

Why inactive customers become deleted?

Yes, it's still possible to get the data, yvonne-eucalyptu.

 

Inactive customers are not deleted permanently to keep the recorded transactions for your financial reports. This is why you see the customer's name with (Deleted) beside it in the Sales by Customer Summary and other customer reports.

 

To view the transactions for this inactive customer, you can follow these steps:

 

  1. Go to Sales > Customers.
  2. Click the Gear icon above the Action column and put a check mark on the Include inactive box.
  3. Select the customer's name to view the transactions from the Transaction List tab.

Please see these sample screenshots for a visual reference:

 

 

If you have plans in making the customer active in the future, you can check out this article for the steps: Make a customer inactive and then active.

 

You can also browse the other articles here.

 

Please let me know if you have other questions for QuickBooks Online. I'm always here to help. 

View solution in original post

yvonne-eucalyptu
Level 1

Why inactive customers become deleted?

RenjolynC - thank you for your detailed response. It works just fine! I didn't notice the GEAR icon above Action because I was overcome with anxiety at the time. Hats off to you!

Ahyre
Level 1

Why inactive customers become deleted?

I have followed this process; however, it is not showing all invoices for the inactive customer.  One invoice is listed in the sales/invoice panel, but not the remaining 6 invoices.  All of the invoices show in the invoice report. How can I get those to appear?  Do I need to make them active again?

Joesem M
QuickBooks Team

Why inactive customers become deleted?

I appreciate you for following the steps shared by my colleague, @Ahyre.

 

Yes, you'll need to make the customer active again to see all the transactions that you've created. Let me show you how.

 

  1. Go to Sales, then select Customers.
  2. Above the Action column, click the small gear icon ⚙, then check the Include inactive box.
  3. Find the customer and in the Action column, select Make Active.

Once done, you can make the customer inactive again.

 

However, if the transactions doesn't show, I'd suggest logging into your QuickBooks account through a private browser. This will help us determine if the problem is related to the browser's settings. 

 

To open a private browser:

 

  • Google Chrome: Press CTRL + Shift + N.
  • Safari: Press Command + Shift + N.
  • Mozilla Firefox: Press CTRL + Shift + P.

 

 If it works, go back to your main browser and clear its cache. Alternatively, you can use other compatible browsers. It could be that the one you're currently working on has a temporary issue with QuickBooks. 

 

Also, you can run the Invoices and Received Payments reports. This will provide you the details of the payments you've received and the invoices that go with them. Just go to Reports and select Invoices and Received Payments

 

For complete guidelines in sorting and customizing your reports, check out this article: How to Customize Reports: Basics, Sorting & Date Ranges.

 

Please let me know if you have other concerns. I'm just around to help. Take care always.

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